Welcome to the final installment of our “Meet Your Advisor” series! Today, we’re featuring Justin Wentz, CFP^®, AIF^®, CRPC^®, ChFC^®, who has been an invaluable part of the Trinity Wealth Management team since 2019. Justin’s passion for understanding his clients’ unique needs, combined with his innovative approach and strategic mindset, sets him apart. In this Q&A, Justin shares his insights on financial advising, his personal goals, and the guiding principles that shape his work and life.

Q: What impact do you hope to have on your client’s lives, and how do you want to be remembered by them?

Justin: My goal is to provide clients with a deep sense of peace and confidence in their financial lives, ensuring they know they have a trusted partner to guide them through every twist and turn along their financial journey. I strive to offer more than just advice, I aim to bring innovative and creative solutions tailored to each client’s needs, no matter how complex their situation may be. Ultimately, I want my clients to remember me as the advisor who consistently went above and beyond, delivering thoughtful strategies that helped them achieve their goals and feel secure about their future.

Q: With the rapid pace of technological advancements, how do you see the role of a financial advisor evolving, and how do you plan to adapt?

Justin: There is one thing that technology will not be able to replace: real life human interaction. Let me bring it back to a cliché “you don’t know what you don’t know”. Most people do not know where to start or what questions to ask when it comes to personal finance. I think that the role of an advisor will evolve to be more of a counselor and guide, where you truly and deeply understand your client’s goals and objectives. Then as an advisor, you use your body of knowledge to lead them in the right direction and use technology for arithmetic, implementation, and automation.

At TWM we already take that approach to planning and fully embrace technology. As for myself, I am always looking for new ways that we can use technology to better service our clients.

Q: Outside of the financial world, what are your hobbies or passions? How do you think these activities influence your approach to work?

Justin: In my free time, aside from spending time with my children, I enjoy playing complex strategy board games. I especially love games where every move matters and you need to constantly adapt. This passion for strategic thinking influences my approach to problem-solving for our clients. While there are often simple, straightforward solutions that work well, there are times when a more tailored, creative strategy is needed. Although these solutions may take longer to develop and implement, they can often provide the best outcome for our client’s unique needs.

Q: Looking ahead, what are some personal goals or areas for growth you’re focusing on?

Justin: I’m always seeking ways to expand my knowledge. After recently earning my CFP^® and ChFC^® designations, I’m taking a short break from formal certifications and focusing on broadening my general knowledge through reading in various areas. In the future, I plan to dive deeper into estate planning, as the potential for lower estate tax limits could impact more households. It’s crucial for people to have a solid plan in place to transfer their wealth effectively to the next generation. The rules around estate planning are often complex, even for those in our field, which is why I eventually aim to become an Accredited Estate Planner^® (AEP^®). My goal is to help our clients preserve their legacy and ensure their wishes are fulfilled.

Q: Is there a piece of advice or a motto you live by?

Justin: I am a proud member of the Kappa Sigma fraternity, and during the pledging process, one of the quotes that stuck with me was: ‘Diligence should be your watchword; whatever you do, do well, and may success attend your efforts.’ In essence, it emphasizes the importance of being thorough and persistent in everything you undertake, as success naturally follows. This mindset has guided me both personally and professionally, reminding me that consistent effort and attention to detail are key to achieving meaningful results.

Justin’s focus on creativity, strategy, and lifelong learning highlights the value of having a trusted partner in your financial journey. If you’d like to connect with Justin or learn more about how we can support your financial goals, we invite you to reach out to us. Stay tuned for more spotlights on the supporting team members who help make our firm exceptional!

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