Partners in wealth can be defined several ways. First and foremost, it personifies the relationships we have with our clients; based on education and empowerment. Second, it refers to the team of advisors and support staff that we have built who work together to deliver an exceptional customer service experience. Finally, it captures the relationships we have formed with our strategic business partners who we have chosen to provide product solutions or specialized advice to help our clients reach their financial goals.

01. About Us

Our team is dedicated to partner with our clients to provide holistic wealth planning advice that will educate and empower. Through a combination of personal and digital engagement, we strive to deliver personalized financial solutions to help you sleep well at night.  

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them.  We believe that financial planning is an ongoing process, and we seek to build long-term relationships with clients to help guide them along this path.

03. Our Process

We developed our unique 360-degree planning process to understand what matters most to you and deliver solutions to achieve your goals.  We look at all areas of your financial life to develop a custom plan tailored to your specific needs.

Our Team

Mukesh Patel CFP®

Certified Financial Planner, Independent Advisor Practitioner
Investment Funds Advisor, Investia Financial Services Inc.

https://calendly.com/mukesh-41

Mukesh joined Trinity Wealth Partners as an Independent Advisor in 2022. Independence...

Sidney Parsons

Sidney is excited to embark on her journey with Trinity Wealth Partners as an Executive Assistant. 

With a rich...

We provide evergreen wealth solutions for individuals and families to build trusted long-term relationships. Our goal is to educate, engage and empower you on the journey to financial success.

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Resource Center

Retirement Planning for Business Owners: Transitioning Your Business Success into Personal Wealth

Richard Irwin |
Categories
Retirement Planning
Estate Planning
Business
Retirement planning looks a bit different when you’re a business owner. You’ve spent years, maybe decades, building your company from the ground up. It’s been your main source of income, your passion, and probably a big part of your identity. Now, it's time to consider transitioning from managing a business to relishing the fruits of your labor. Retirement can feel overwhelming but keeping a few key points in mind can help ensure your ride into...

The 2024 U.S. Presidential Race: Key Developments and Investor Insights

Richard Irwin |
Categories
Investments
With Biden stepping down, it's a face-off between Vice President Kamala Harris and former President Donald Trump. If Kamala Harris wins, American investors might see higher taxes on capital gains (up to 28%), a boost for renewable energy stocks, and small-cap growth opportunities due to expanded small business deductions. If Donald Trump wins, corporate tax cuts to 15% could enhance profitability for U.S. manufacturers, while a focus on fossil fuels might benefit energy stocks. Potential tariff increases could add volatility, particularly for sectors reliant on global trade. These are all things to take into consideration, but historically who was in power had little to no impact on markets.

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