Trinity Wealth

Trinity Wealth Partners is a small, state-registered advisory firm that serves individual clients, including high-net-worth households, and manages about $8.37 million in client assets for roughly 25 clients. The firm provides comprehensive financial planning and discretionary investment management for brokerage accounts held with a qualified custodian.

The firm’s process begins with a tailored financial plan to determine goals, time horizon, risk tolerance, and liquidity needs, and it implements those plans using strategic allocation model portfolios, typically invested in open‑end mutual funds. Ongoing services include discretionary portfolio management, periodic rebalancing, and at least annual reviews, and the firm coordinates with clients’ other professionals while noting it does not provide tax or legal advice.

Notably, a firm principal is a licensed insurance agent and the firm is affiliated with an insurance agency that offers life insurance and fixed annuities, a relationship that can create a potential conflict when insurance products are recommended because commissions may be received. The firm also discloses a promoter/referral arrangement with a third‑party adviser that can generate a share of advisory fees for referred clients, and personnel operate a separate college‑funding advisory practice and a virtual‑assistant business—features that are less common among similarly sized supported firms and that clients may want to consider.