{"id":619,"date":"2024-02-08T08:45:00","date_gmt":"2024-02-08T08:45:00","guid":{"rendered":"http:\/\/trinity.test\/?page_id=619"},"modified":"2024-03-25T08:14:09","modified_gmt":"2024-03-25T08:14:09","slug":"who-we-serve","status":"publish","type":"page","link":"https:\/\/www.trinitywealth.com\/who-we-serve\/","title":{"rendered":"Who We Serve"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"619\" class=\"elementor elementor-619\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-486ff69 e-con-full e-flex e-con e-parent\" data-id=\"486ff69\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-dcf4848 elementor-widget elementor-widget-gusto_page_intro\" data-id=\"dcf4848\" data-element_type=\"widget\" data-widget_type=\"gusto_page_intro.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\n        <div class=\"page-intro-w\">\n            <div class=\"container\">\n                <div class=\"page-intro  imaged\" style=\"background-image: url(https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_497835041-2_compressed-scaled-e1709315448170-1600x664.jpeg)\">\n                    \n                    <div class=\"page-intro__overlay\"><\/div>\n                    <div class=\"page-intro__content\">\n                        <h1>Who we Serve<\/h1>                    <\/div>\n                <\/div>\n            <\/div>\n        <\/div>\n\n\n        \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3d3f4ae e-flex e-con-boxed e-con e-parent\" data-id=\"3d3f4ae\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f96ceea elementor-widget elementor-widget-heading\" data-id=\"f96ceea\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 30-04-2024 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h2 class=\"elementor-heading-title elementor-size-default\">Helping You Pursue Your Unique Financial Journey<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e6c1564 elementor-widget elementor-widget-text-editor\" data-id=\"e6c1564\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 30-04-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p>Our clients are a distinctive group of affluent families who see wealth as a tool for pursuing broader goals. Often successful in their respective careers or businesses, they have a profound sense of responsibility in how their assets are deployed. We call this stewardship. Driven by goals that are more than the performance of their assets, they understand that true wealth is based on making a difference that endures over time<\/p><p>We help individuals and families make evidence-based decisions that will impact their current and future financial well-being. Our clients recognize the importance of professional guidance in handling the complexities of their expanding wealth, allowing them to concentrate on family, careers, businesses, and causes they believe in.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c21cb5b e-flex e-con-boxed e-con e-parent\" data-id=\"c21cb5b\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-ed386e2 e-flex e-con-boxed e-con e-child\" data-id=\"ed386e2\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-f717c49 e-flex e-con-boxed e-con e-child\" data-id=\"f717c49\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cbbb6ae elementor-widget elementor-widget-image\" data-id=\"cbbb6ae\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 30-04-2024 *\/\n.elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=\".svg\"]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block}<\/style>\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1300\" height=\"867\" src=\"https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_635965094_compressed-1300x867.jpeg\" class=\"attachment-large size-large wp-image-1297\" alt=\"pre-retirees\" srcset=\"https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_635965094_compressed-1300x867.jpeg 1300w, https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_635965094_compressed-500x333.jpeg 500w, https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_635965094_compressed-768x512.jpeg 768w, https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_635965094_compressed-1536x1024.jpeg 1536w, https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_635965094_compressed-2048x1365.jpeg 2048w, https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_635965094_compressed-600x400.jpeg 600w, https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_635965094_compressed-1600x1067.jpeg 1600w\" sizes=\"(max-width: 1300px) 100vw, 1300px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-668082e elementor-widget elementor-widget-heading\" data-id=\"668082e\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Pre-Retirees<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9281e07 elementor-widget elementor-widget-text-editor\" data-id=\"9281e07\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>As they near retirement, they must make several critical financial decisions that can impact the rest of their lives. Many assumptions become realities as they transition from working years to retirement. Now is the time to make wise decisions. Mistakes are costly and objective input is critical.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b718340 e-flex e-con-boxed e-con e-child\" data-id=\"b718340\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-388d7b5 elementor-widget elementor-widget-image\" data-id=\"388d7b5\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1300\" height=\"867\" src=\"https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_301159292_compressed-1300x867.jpeg\" class=\"attachment-large size-large wp-image-1296\" alt=\"professional type clients\" srcset=\"https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_301159292_compressed-1300x867.jpeg 1300w, https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_301159292_compressed-500x334.jpeg 500w, https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_301159292_compressed-768x512.jpeg 768w, https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_301159292_compressed-1536x1025.jpeg 1536w, https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_301159292_compressed-2048x1366.jpeg 2048w, https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_301159292_compressed-600x400.jpeg 600w, https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_301159292_compressed-1600x1067.jpeg 1600w\" sizes=\"(max-width: 1300px) 100vw, 1300px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8119ca1 elementor-widget elementor-widget-heading\" data-id=\"8119ca1\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Busy Professionals & bUSINESS oWNERS<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5074a3d elementor-widget elementor-widget-text-editor\" data-id=\"5074a3d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>They need a financial advisor who can relate to their needs and goals and the inevitable transitions life throws at them such as career change, kids to college, marital status change, business startup, relocation, aging parents, health challenges, \u2026<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d0888e5 e-flex e-con-boxed e-con e-child\" data-id=\"d0888e5\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-84091ff elementor-widget elementor-widget-image\" data-id=\"84091ff\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1300\" height=\"868\" src=\"https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_357615854_compressed-1300x868.jpeg\" class=\"attachment-large size-large wp-image-1295\" alt=\"retirees\" srcset=\"https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_357615854_compressed-1300x868.jpeg 1300w, https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_357615854_compressed-500x334.jpeg 500w, https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_357615854_compressed-768x513.jpeg 768w, https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_357615854_compressed-1536x1025.jpeg 1536w, https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_357615854_compressed-2048x1367.jpeg 2048w, https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_357615854_compressed-600x400.jpeg 600w, https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_357615854_compressed-1600x1068.jpeg 1600w\" sizes=\"(max-width: 1300px) 100vw, 1300px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4ab5163 elementor-widget elementor-widget-heading\" data-id=\"4ab5163\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Retirees<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b809ace elementor-widget elementor-widget-text-editor\" data-id=\"b809ace\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>They want to retire when they want to, live the way they want to, and achieve financial independence for the rest of their lives. Trinity Wealth Advisors has professionals who specialize in working with these early, mid, and late-stage retirees. Their goals become our goals.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6211c00 e-flex e-con-boxed e-con e-parent\" data-id=\"6211c00\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c342663 elementor-widget elementor-widget-heading\" data-id=\"c342663\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><a href=\"\/contact-us\">So, if you\u2019ve ever wondered \u201cHow much is enough?\u201d \nor wanted to engage in the \u201cWhat\u2019s Next\u201d \nfor your family, Let\u2019s Talk!<\/a><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Who we Serve Helping You Pursue Your Unique Financial Journey Our clients are a distinctive group of affluent families who see wealth as a tool for pursuing broader goals. Often successful in their respective careers or businesses, they have a profound sense of responsibility in how their assets are deployed. We call this stewardship. Driven [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Who We Serve - Trinity Wealth Advisors<\/title>\n<meta name=\"description\" content=\"Our clients are a distinctive group of affluent families who see wealth as a tool for pursuing broader goals.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.trinitywealth.com\/who-we-serve\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Who We Serve - Trinity Wealth Advisors\" \/>\n<meta property=\"og:description\" content=\"Our clients are a distinctive group of affluent families who see wealth as a tool for pursuing broader goals.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.trinitywealth.com\/who-we-serve\/\" \/>\n<meta property=\"og:site_name\" content=\"Trinity Wealth Advisors\" \/>\n<meta property=\"article:modified_time\" content=\"2024-03-25T08:14:09+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.trinitywealth.com\/wp-content\/uploads\/2024\/03\/AdobeStock_635965094_compressed-1300x867.jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Who We Serve - 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