Trinity Wealth Management LLC

Charles Kuhn is a financial advisor at Trinity Wealth Management LLC in Cincinnati, OH, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trinity Wealth Management since 2010, as well as operating Charles N Kuhn & Associates since 2006. Outside of his advisory work, he is a partner and owner of KO Properties Ltd, involved with various residential real estate properties. Trinity Wealth Management provides discretionary portfolio management and financial planning for individuals, trusts, and employer-sponsored retirement plans. The firm manages approximately $357 million in assets across about 94 client relationships, offering services through a tiered structure that includes comprehensive Wealth Management and Consultative options.

John Dexter is a CFP® and Series 63 licensed financial advisor with 16 years of industry experience. He has been with Trinity Wealth Management LLC in Cincinnati, OH, since 2009. Trinity Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, and employer-sponsored retirement plans. The firm manages approximately $356.9 million in assets across about 94 client relationships, offering tailored investment strategies based on formal risk assessments and Investment Policy Statements.

Luke Fleming is a CFP® professional at Trinity Wealth Management LLC in Cincinnati, OH, with six years of industry experience including prior roles at ARG Private Wealth, LLC and Lifetime Financial Growth. He is part of a team of four advisors at Trinity Wealth Management. Trinity Wealth Management provides discretionary portfolio management and financial planning for individuals, trusts, and employer-sponsored retirement plans, managing approximately $356.9 million in assets across about 94 client relationships. The firm uses a risk-assessed, Investment Policy Statement-driven approach with diversified portfolios primarily composed of mutual funds and ETFs, complemented by specialized strategies as appropriate.

Robert Wassel is a financial advisor at Trinity Wealth Management LLC in Cincinnati, OH, with 20 years of industry experience. He holds the PFS™ designation and Series 63 license and has been with Trinity Wealth Management since 2009. Trinity Wealth Management provides discretionary portfolio management and financial planning for individuals, trusts, and employer-sponsored retirement plans, managing approximately $356.9 million in assets across about 94 client relationships. The firm emphasizes a formal risk assessment and investment policy statement process, offering diversified portfolios primarily through mutual funds and ETFs, with tailored strategies as appropriate.