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

Alea Malcolm

Operations Manager

As our resident multi-tasker, Alea keeps everything running smoothly here at Trinity Wealth Partners in her role as...

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.

Contact Us

Resource Center

Video: Investing with a Financial Advisor

Richard Irwin |
Categories
Investments
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither...

The value of financial advice

Richard Irwin |
Categories
Financial Planning
A financial advisor is more than someone who manages your investments; they are a partner in building a plan to help you achieve your financial goals. This short video shows a few of the ways working with an advisor can increase your chances of financial success.

Protect Yourself from Financial Fraud

Richard Irwin |
Categories
Financial Planning
With November being Financial Literacy Month, it’s a good time to understand how to protect yourself from financial fraud. Technology has made it easier to perform financial transactions, but it has also increased the potential for fraud. While seniors may be particularly vulnerable (more about that later), everyone is susceptible and everyone should know how to protect themselves. What’s financial fraud? It takes on different forms, but at the heart of it, financial fraud involves...

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