TRINITY WEALTH MANAGEMENT LLC

Overview

Trinity Wealth Management LLC is an independent Registered Investment Adviser that focuses on delivering financial planning and portfolio management to individual and family clients, plus small businesses. Formed and SEC-registered in 2014, the firm is owned by an individual and charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Investment activity is tilted toward income-oriented strategies: Trinity Wealth Management shows a clear preference for fixed‑income instruments, with a particularly large allocation to state and local bonds. The adviser does not position itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser. Trinity Wealth Management’s business model centers on discretionary portfolio management and financial planning. Their use of separate managed accounts (SMAs) for fixed-income exposure indicates a tailored, tax-aware approach for high-net-worth households — especially those seeking municipal yield and principal preservation. The fee mix and client base suggest advisers at the firm are set up to serve clients who want both ongoing portfolio oversight and fee-for-service planning work.

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