In addition to offering a competitive grid structure, joining Trinity Wealth Partners will enable you to: 



Leverage a strong brand and marketing support

Tap into fintech automations to scale up your practice

Be part of a growing team of independent advisors



Core Advisor package includes:

  • Communications platform: VOIP phone system with CRM-integrated SMS messaging platform

CRM: Fully configured wealth management CRM with built-in custom workflows, templates and automations

Email distribution: Mailchimp license with CRM integration

Appointment booking: Calendly license with CRM integration

Virtual meetings: Zoom license

Financial planning software: Firm-branded Conquest license included

Client digital vault: 50 licenses included    


+Choose between a number of add-on options


 Concierge Business Services

Outsource business functions to allow you to focus on growing your business   

  • Accounting/bill payments
  • Licensing/contracting/E&O
  • CE Credit tracking
  • HR/payroll
  • Other options available

Office/Meeting Space

Furnished offices available to rent by the month on an exclusive or shared-use basis  

  • For those who do not need a dedicated office, there are several on-site meeting spaces available on a per-use basis
  • Plug-and play drop-in docking stations available in multiple locations on site


Choose from a menu of  marketing and fintech solutions, including training and setting up CRM and other automations 

  • Advisor Stream marketing service 
  • Mobile Dictation app
  • Enhanced virtual meeting software
  • Agenda creation software

Administrative Support

Licensed administrative staff available for part-time support    

  • Available in 5 hours/week increments
  • Limited availability for an extra 2.5hours/week during peak season
  • Option to handle payroll/HR/benefits for existing staff as well


Join a growing boutique wealth management firm! Contact us today