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TERMS & CONDITIONS
Confidentiality of Personal Information
Confidentiality of Personal Information
When visitors access our website, we may ask for personal information such as name, address, email address, telephone number, and company. We also collect information about aggregate site usage. Statistics that we gather about unique visits, referring URLs, repeat visits and page views are all based on IP addresses, and are not associated with your personal information. This information shall be considered confidential information and will not be disclosed to any third party. We take every measure to protect our users’ information submitted to us through our website or through any survey.
Links
This site may contain links to other sites. When you link to any of the websites or posts provided here, you are leaving this site. Please be aware that we are not responsible for the privacy practices or content of such other sites. We encourage our users to be aware that when they leave our site they should read the privacy statements of external websites that collect personally identifiable information. This privacy statement applies solely to information collected by this website. We make no representation as to the completeness or accuracy of information provided at these sites, nor are we liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of third-party technologies, sites, information and/or programs made available through this site. When you access one of these sites, you are leaving our website and assume total responsibility and risk for your use of the sites you are linking to. Information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell any products or services offered. The information is not intended to be used as the primary basis for investment decisions, nor should it be considered as advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content.
Cookies
This site may use cookies to help track usage patterns on our site. A cookie is a piece of data stored on the user’s hard drive containing information about the user. The cookie is only on the user’s computer; it is not stored or retained in any form by the Site. Usage of a cookie is in no way linked to any personally identifiable information while on our site. It is used for the sole purpose of identifying a regular user’s preferences, so as to customize the user’s experience. For instance, by setting a cookie for the Site, the user would not have to log in a password more than once, thereby saving time. Advertisers and advertising vendors who serve ads onto our websites may use their own cookies or other tracking technologies. We cannot be responsible for the privacy policies or practices of any such advertisers and vendors.
Legal Disclaimer
This site does not make any warranties or representations, express or implied, about the information provided on or accessed through our site. In particular it does not warrant or represent that the information is accurate, up-to-date, comprehensive, verified or complete. Our site does not accept liability for any error, omission or delay in the information or for any reliance placed by any person on the information. Our site shall not be liable for any claims or losses of any nature, arising indirectly or directly from use of the information on or accessed through the Site. You acknowledge that the information is not provided as the basis of any professional advice or for transactional use. Trinity Wealth Management, LLC shall not be responsible or liable for any investment decisions or trading or any other actions taken by you or by third parties based on information contained in this site without an advisory agreement in place.
Blog (Insights)
The commentary on this website reflects the personal opinions, viewpoints and analyses of the Trinity Wealth Management, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Trinity Wealth Management, LLC or performance returns of any Trinity Wealth Management, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Trinity Wealth Management, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
Privacy Policy
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CFP Board Trademark
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
DISCLOSURE for USA 3rd Party Ranking 2023
Trinity Wealth Management has been ranked by USA Today in the Best Financial Advisory Firms in 2023 out of the top 500 Registered Investment Advisory firms (“RIA Firms”).The ranking, conducted by Statista, was based solely on the growth of the companies’ AUM over the short term and long term and the number of recommendations they received from clients and peers. Trinity Wealth Management did not pay a fee to be included in this ranking.
About USA TODAY’s Best Financial Advisory Firm List: The ranking was tabulated by market research firm Statista to rank the top 500 RIA firms. The ranking of the best (“RIA Firms”), published in April 2023, is based on two dimensions: recommendations by peer financial advisors, clients as well as industry experts and a firm’s development of AUM. Recommendations were collected via an independent survey among over 25,000 individuals. Clients, industry experts and financial advisors working for an RIA firm could recommend another RIA firm they find commendable. Self-recommendations were prohibited and were therefore not included in the evaluation. AUM development was analyzed both in the short- and long-term using publicly available data. Short-term AUM development was calculated over a twelve-month period from January 2022 to January 2023, while long-term development spanned a five-year period from January 2018 to February 2023 with the ADV data being as of 12/31 each year. The final score was calculated by weighting recommendations at 20% and AUM development at 80%. Within the AUM growth metric, short-term and long-term growth were each weighted 30/70. The final score was calculated as follows: 20% x recommendation score + 80% x AUM development score = final score. All surveyed individuals were selected at random.
Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Trinity Wealth is engaged, or continues to be engaged, to provide investment advisory services.
DISCLOSURE for USA 3rd Party Ranking 2024
Trinity Wealth Management has been ranked 48th by USA Today in the Best Financial Advisory Firms in 2024 out of the top 500 Registered Investment Advisory firms (“RIA Firms”).The ranking, conducted by Statista, was based solely on the growth of the companies’ AUM over the short term and long term and the number of recommendations they received from clients and peers. Trinity Wealth Management did not pay a fee to be included in this ranking.
About USA TODAY’s Best Financial Advisory Firm List: The ranking was tabulated by market research firm Statista to rank the top 500 RIA firms. The ranking of the best (“RIA Firms”), published in April 2024, is based on two dimensions: recommendations by peer financial advisors, clients as well as industry experts and a firm’s development of AUM. Recommendations were collected via an independent survey among over 25,000 individuals. Clients, industry experts and financial advisors working for an RIA firm could recommend another RIA firm they find commendable. Self-recommendations were prohibited and were therefore not included in the evaluation. AUM development was analyzed both in the short- and long-term using publicly available data. Short-term AUM development was calculated over a twelve-month period from January 2023 to January 2024, while long-term development spanned a five-year period from January 2019 to February 2024 with the ADV data being as of 12/31 each year. The final score was calculated by weighting recommendations at 20% and AUM development at 80%. Within the AUM growth metric, short-term and long-term growth were each weighted 30/70. The final score was calculated as follows: 20% x recommendation score + 80% x AUM development score = final score. All surveyed individuals were selected at random.
Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Trinity Wealth is engaged, or continues to be engaged, to provide investment advisory services.
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If you have any questions about this privacy statement, or the practices of this site, please contact us at info@trinity-wealth.com.
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