BUSINESS SOLUTIONS
Financial Optimization for Your Business: From Start-up to Succession
WHAT WE DO
Aligning your values with your business objectives
OUR SOLUTIONS
Why choose Trinity Wealth Management?
At Trinity Wealth Management, our entrepreneurial experience gives us a unique perspective on financial planning. We understand the complexities of managing a business and the importance of effective financial strategies. This insight enables us to offer tailored solutions that address your specific needs, whether it’s evaluating your retirement plans or planning for succession. Our approach combines practical experience with a deep understanding of financial intricacies, allowing us to guide you toward achieving your goals with confidence.
“We have been using Trinity Wealth Management for several years now, and they have done a superb job of managing our company’s 401k. Marjorie Wentz has a wealth of knowledge, and has a talent for bringing clarity to complex decisions. Trinity has provided consistently excellent customer service. We couldn’t be more pleased.”
-Carolyn M
Dream.
Plan.
Live.
As a business owner, your business is likely your main investment. A thoughtfully crafted retirement plan can enhance your wealth, reduce your tax liabilities, and maximize your retirement savings.
We’ll work together to create a plan that supports your employees, benefits your business, and secures your future, while providing ongoing guidance throughout its implementation.
Most of our entrepreneurial clients have philanthropic tendencies. We help business owners think through their giving options. You don’t have to choose between doing well and doing good—with responsible investing, you can do both.
EYEBROW PLACEHOLDER
Experts you can trust
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401Ks
Additionally, your employees will have the chance to meet with us to gain valuable insights on how to engage with the plan in the most strategic manner possible.
Defined Benefit Plans
As a business owner, your business is likely your main investment. A thoughtfully crafted retirement plan can enhance your wealth, reduce your tax liabilities, and maximize your retirement savings.
We’ll work together to create a plan that supports your employees, benefits your business, and secures your future, while providing ongoing guidance throughout its implementation.
EYEBROW PLACEHOLDER
Additional areas of expertise
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Deferred Comp
For businesses with highly compensated executives, offering a deferred compensation plan can be an effective part of the benefits package. These plans help ease the employee’s current tax burden while providing future income, supporting both retention and long-term financial planning.
Risk Prevention
Trinity Wealth Management is your key partner in protecting your business through various challenges, such as, buy-sell agreements, key person insurance, and Section 162 executive bonus plans.
Business Transitions
Prioritizing what truly matters is especially vital for business owners contemplating an exit strategy. Succession is also on the minds of many of our clients who wish to leave a legacy of values and knowledge to their heirs, in addition to wealth.
Leaving a Legacy
Most of our entrepreneurial clients have philanthropic tendencies. We help business owners think through their giving options. You don’t have to choose between doing well and doing good—with responsible investing, you can do both.
Our 3 step process
First, let’s talk about you. We start by gathering all your financial details to conduct a thorough audit. We’ll look at what you own and what you owe, alongside your aspirations and dreams. It’s important for us to grasp every aspect of your financial landscape so that we can craft a comprehensive plan that truly reflects your goals.
This is where Trinity Wealth Management sets itself apart. Using sophisticated statistical analysis, we test various “what if” situations to optimize your plan for the best possible results. Having a solid plan in place significantly increases your confidence in enjoying your life without the constant worry of financial constraints.
We take time to answer any questions you may have and discuss the onboarding process. As your aspirations shift, we’ll adjust your plan accordingly to ensure it continues to align with your new objectives. Our ultimate aim is to provide you with peace of mind at every stage of your financial journey, no matter what dreams you’re chasing.
OUR TEAM
True partners with your best interests in mind
Our financial team is a dedicated group of experts focused on delivering tailored business solutions that enhance financial stability and growth. Specializing in 401(k) plans and defined benefit plans, we work closely with businesses to design strategies that support employee retention and satisfaction while optimizing tax advantages.
