We work with individuals, families, and small business owners who want a trusted partner to help guide their financial lives. Many of our clients are approaching retirement or are already retired, while others are building their wealth and planning for the future. What they all share is a desire for clarity, confidence, and a long-term relationship with an advisor who puts their interests first.

At Trinity Wealth Management, we're proud to be a family-owned, independent Registered Investment Advisor (RIA), and that makes all the difference. Being family-run means our guidance comes with a personal touch, built on trust, long-term relationships, and values passed down through our team.

As fiduciaries, we are committed to acting in your best interest, but what truly sets us apart is our holistic, values driven approach. We bring together planning for retirement, investments, taxes, and estates into one cohesive strategy designed to support the life you want to live. Our guiding principle, “Dream. Plan. Live.” reflects both who we are and what we help you achieve.

A fiduciary advisor is legally and ethically required to act in your best interest at all times. This means putting your needs ahead of their own, providing objective advice after thoroughly reviewing your situation, and being fully transparent about fees and potential conflicts of interest.

The difference from non-fiduciary advisors is important. Brokers and others who are not fiduciaries follow a “suitability standard,” which means they only need to recommend something that is considered suitable, even if it pays them a higher commission. A fiduciary must always recommend what is best for you.

At Trinity Wealth Management, every advisor on our team is a fiduciary. You can feel confident knowing our guidance is designed to give you clear, objective advice that supports your goals and long-term financial well-being.

Comprehensive financial planning looks at your entire financial life, not just your investments. It brings together retirement planning, tax strategies, estate considerations, insurance, and day-to-day financial decisions into one coordinated plan. The goal is to make sure every part of your financial picture works together to support the life you want to live. At Trinity Wealth Management, we believe our job is to give you peace of mind and the freedom to focus on what matters most.

A financial advisor can help you avoid costly mistakes, create a clear plan, and make complex areas like retirement and taxes easier to navigate. Even if you feel comfortable managing things on your own, many people find that having a trusted partner provides peace of mind and frees up more time to focus on what matters most.

When choosing an advisor, look for someone who takes the time to understand your goals, communicates clearly, and acts as a fiduciary. The right advisor should educate you, not sell to you, and should be committed to building a long-term relationship that always puts your interests first.

We begin with a free, no-obligation introduction to get to know you, your dreams, goals, and financial questions. From there, we follow our three-step process:

• Discover: We gather a full picture of your finances—what you own, what you owe, and what truly matters to you.
• Analyze: Using sophisticated tools, we test “what-if” scenarios to design a plan with the best probable outcome for your life.
• Recommend: We answer your questions, walk you through our recommendations, and explain what working together would look like.

This careful, personalized approach ensures you feel confident before making any commitment.

Yes. We offer an initial complimentary consultation where we learn about your goals and share how we work with clients. It is a chance for both of us to see if we are a good fit, with no obligation.

It helps to bring a snapshot of your financial picture, such as investment and retirement account statements, insurance policies and recent tax returns. The first meeting is really about starting the conversation, getting to know you, and understanding your goals, and we will guide you on exactly what to gather as we move forward.

Financial advisors typically earn money one of two ways:

• Through commissions on the products they sell.
• Through fees paid directly by clients, either as a percentage of assets managed or via a flat planning fee.

At Trinity Wealth Management, we are a fee-only firm, meaning clients compensate us directly in a clear, transparent structure. Our fees, usually a percentage of assets, align our interests with yours. Our recommendations are always focused on what benefits you most.

If you’d like to learn more about how different financial professionals are compensated and why it matters, take a look at our article: Do All Financial Professionals Have Your Best Interest in Mind?