Giving Back I Trinity Wealth Management

GIVING BACK

Give with a cheerful heart

OUR PURPOSE

Improving our community

At Trinity Wealth Management, we firmly believe that true financial freedom includes the joy of giving back. We aim to create a culture of generosity that extends far beyond individual wealth, fostering a sense of community and shared purpose.

Our commitment to the community is demonstrated through our support of numerous charities and non-profit organizations both locally and beyond.

OUR COMMUNITY IMPACT

Encouraging generosity to create positive change

For clients who are charitably inclined, we integrate giving into their financial plans, ensuring their wealth is not just stored away but actively used to make a difference in the lives of others.

Health Care Access

Health Care Access of Phoenixville connects uninsured & underinsured residents of the Greater Phoenixville area with specialized health care services. Health Care Access was one of the local non-profits we chose to support on Giving Tuesday 2023, and we had the pleasure of visiting their office and meeting the team!

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Stronghold Leadership

Stronghold Leadership prepares veterans for corporate employment by offering professional experience and training certifications. Stronghold Leadership was one of the local non-profits we chose to support on Giving Tuesday 2023. Check out how our donation directly impacted a deserving veteran!

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Home of the Sparrow

Home of the Sparrow is ending homelessness for women and children in Chester County by providing supportive housing services to single women and mothers. They are a past Giving Tuesday recipient, and Charlie and Marjorie recently participated in their fundraising event at Waynesboro Country Club.

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EYEBROW PLACEHOLDER

Supporting meaningful initiatives

Our team is proud to support a variety of organizations that work tirelessly to improve our community and beyond. Here are some of the partnerships and organizations we proudly support.