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

Kaitlyn Pritchard

Kaitlyn is thrilled to join Trinity Wealth Partners as a Marketing & Executive Assistant. She has recently graduated...

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

Fear of Missing out (FOMO): A study in behavioural finance

Richard Irwin |
Categories
Investments
Are you someone who feels the pressure to invest in the latest stock or asset because everyone else seems to be doing it? If so, you may be experiencing a common psychological bias known as the fear of missing out (FOMO). FOMO is a prevalent phenomenon in modern times and can have a significant impact on our financial behaviour. In this article, we'll explore the concept of FOMO in the context of behavioural finance and how it affects our financial decisions. We'll also provide some tips and strategies to help you overcome the negative effects of FOMO and make sound investment decisions based on your long-term goals and risk tolerance. So, let's dive in and learn more about FOMO in the world of finance!

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