WHO WE ARE
Founded in 1996, Trinity Strategic Wealth has a dedicated team of Financial Advisors that hold highly regarded designations such as CERTIFIED FINANCIAL PLANNER™ professional, and MASTER PLANNER ADVANCED STUDIES®. We seek to provide personalized financial solutions to help clients choose the appropriate tools and strategies designed to pursue their particular life and financial goals. Our team includes a Chartered Financial Analyst® that collaborates with financial advisors on current market research, trend analysis and product placement; a Client Services department dedicated to efficiently addressing your questions and resolving account maintenance needs; a Marketing & Education division that keeps clients informed with quarterly workshops, personalized and timely newsletters and various other communication materials; and an extensive Support Staff committed to ensuring your experience — on the phone, in the office, virtually or through the mail — is beyond satisfactory.
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