Trinity Wealth Advisors aims to maximize clients' "Return on Life" by aligning their financial choices with their life goals. They offer a wealth management process addressing wealth sustainability, enhancement, protection, transfer, and charitable giving. Key services include retirement coaching, investment management, cash flow management, tax coordination, education planning, insurance analysis, estate planning, and business succession planning. Trinity recommends outside investment managers and tailors portfolio management to individual needs.
Fee Structure
Trinity Wealth Advisors' fee may be as high as 1.35% of the assets they oversee, but it is frequently less depending on the services rendered, the value of the assets managed, and whether outside managers are used. The fees are negotiable. Clients will also incur incidental fees (custodial, transaction, program, etc.) which are in addition to Trinity’s fee. Trinity may refer clients to other asset managers and instead of charging a fee will receive a portion of the fee charged by the manager.