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

Don Murray CFP, FMA, FCSI

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

Don is thrilled to join Trinity Wealth Partners as an independent financial advisor. With 28 years of experience in the...

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 for...

Sara Rent

Executive Assistant

Sara is excited to begin her journey with Trinity Wealth Partners as Rick's Executive Assistant.

With a rich background...

Amy Cameron

Operations & Marketing Manager

With more than 20 years of experience in project management and marketing, Amy Cameron offers a perfect fit for the role...

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

The Three Stages of Retirement: Go-Go, Slow-Go & No-Go Years

Richard Irwin |
Categories
Financial Planning
Retirement isn’t just one static phase. Instead of thinking “I retire, then I rest,” it’s more realistic (and helpful) to imagine three distinct phases that unfold over time: the Go-Go years, the Slow-Go years, and the No-Go years. Recognizing these helps you plan finances, health, and lifestyle more clearly. Phase 1: The Go-Go Years This is the early retirement period, generally when you’re still relatively healthy, energetic, and free of major care needs. Travel, hobbies...
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Your Financial Gut Check: What Would You Do if the Market Dropped 20% Tomorrow

Richard Irwin |
Categories
Financial Planning
Picture this: you wake up, pour your coffee, check the news, and see headlines blaring, “Markets Plunge 20% Overnight.” How would you feel? Would you log in to your account or contact your advisor to sell to “stop the bleeding”? Or would you take a deep breath and stay the course? How you answer that question says a lot about your financial resilience—and how well your portfolio is built for the inevitable ups and downs...
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The 100-Year Life: Why Your Retirement Plan Needs to Stretch Further

Richard Irwin |
Categories
Estate Planning
Financial Planning
Imagine you, or someone you love, living well into your 90s or beyond. What does that mean for your finances, your health, your lifestyle? Welcome to the reality many planners call the 100-year life. Longer lifespans are no longer a fringe scenario; they’re becoming the norm. But while we plan for retirement, many plans still assume life expectancy of 80 or 85. That mismatch can lead to serious shortfalls later in life. Let’s unpack what...

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