Trident Wealth Management, LLC

Trident Wealth Management is a fee-only registered investment adviser that provides ongoing portfolio management and investment advice to a range of clients including individuals, trusts, corporations, pension plans, endowments, foundations, charitable organizations and Arizona-licensed fiduciaries. The firm delivers AUM-based advisory services and manages accounts on a discretionary basis, with written investment management agreements governing each relationship.

The firm’s investment process is tailored to client objectives, time horizon and risk tolerance and may incorporate asset allocation, dollar-cost averaging, technical analysis and both long- and short-term strategies; institutional-quality sub-managers may be selected where appropriate. Client accounts are monitored with regular communications, a general review roughly twice monthly and more detailed reviews at least quarterly, and clients receive quarterly performance reporting versus benchmark metrics.

What distinguishes the firm is a specific practice focus on managing accounts for severely disabled individuals administered by court-appointed Arizona Licensed Fiduciaries, including flexibility to waive standard account minimums or adjust fees for such fiduciary cases. Operationally, the firm discloses that it does not participate in soft-dollar arrangements, generally recommends a single custodian and does not aggregate client trades into block orders, practices that can affect execution and commission outcomes compared with many peers.