Trinity Wealth

Overview

Trinity Wealth is an independent, individual-owned registered investment adviser operating as an LLC that serves individuals and families. The firm bills clients using a mix of percentage-of-assets and fixed fees and focuses its advisory services on financial planning and portfolio management for individuals and small businesses. Trinity Wealth does not identify as an active ESG investor, is not multi-state, and does not describe itself as a capital allocator or pension consultant. The firm lists an industry affiliation with an insurance company, which aligns with its use of insurance products in client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives