Are you taking advantage of every opportunity?

Is your wealth managed with accountability and objectivity?

Are you in the hands of specialized experts?

Are your wealth choices guided by your life goals and values?

We invite you to join us for a Discovery Experience, where we’ll explore what matters most.

Reach out to our Client Ambassador, Carol Campey, to begin a conversation:


What Sets Us Apart

And why working with Trinity is a completely different experience

Choosing a wealth manager is complex in an industry where options abound and differentiation is scarce.  At Trinity, we specialize in meeting the needs of financially-established families who wish to balance a deep commitment to stewardship with best-in-class planning and investment consulting.


This is our life’s work. Our greatest satisfaction comes from watching our clients gain clarity, confidence and progress toward a truly prosperous life.


Stewardship is a philosophy that drives us and our clients. We consider it a great responsibility to partner with you as we steward your wealth with wisdom and excellence.


We make unbiased, objective recommendations based on your goals and with only your best interest in mind.


We nurture long-term relationships with our client family and seek to exceed expectations in every way.


With an average experience level of over 25 years and all advisors holding CFP certification, we specialize in meeting the complex needs of financially established families and are among the top 7 percent of wealth advisors nationwide with a 5-Star Wealth Manager rating.


Total life-wealth alignment is only possible if your entire team is coordinated. It’s why we bring a robust team to the table and proactively work with your other investment, legal and tax advisors.

Access & Accountability

Our proprietary approach for giving you access to the managers and strategies that we feel are the best on the market today, while overseeing their performance and providing accountability.