Do You Want A Financial Professional Free From Conflicts? You Need A Fiduciary

Fiduciaries are financial professionals who have dedicated themselves to a higher level of care for their clients. When you work with a fiduciary financial advisor, your best interests are always placed before their own. At Trinity Wealth Management, our adherence to fiduciary duty is at the forefront of everything we do.

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Charlie Mann is the President and Senior Wealth Advisor of Trinity Wealth Management. He is both a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and CHARTERED RETIREMENT PLANNING COUNSELOR™ designee (CRPC®). Using his unique process of simple and timeless financial principles, Charlie can help you build a wealth foundation and maintain financial peace of mind.

Dream

Throughout our introductory process, you will learn how your dreams can become a reality and what changes would give you the best probable outcome.

Plan

By determining what money means to you, we can help build a plan that matches your dreams.

Live

Become financially free and live the life you want free of stress.