Investment Funds Advisor, Investia Financial Services Inc.
Trinity Wealth Partners had its roots in 1981 as CAQ Financial, owned and operated...
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.
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.
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.