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Trinity Wealth Advisors, LLC

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Trinity Wealth Advisors, LLC

Mission statement:

We help families put their wealth to work for a greater purpose, using advanced wealth management and investment strategies that enable you to grow and steward your assets in alignment with your values.

Overview:

Trinity Wealth Advisors offers three family wealth management techniques: Wealth Coaching, Family Governance, and Portfolio Design & Management.

Individually, each addresses a set of specific issues regarding the well-being of your family’s wealth. All three have also been created to protect and grow that wealth. They are designed to function either as interrelated gears or as distinctive components. Depending on your personal state of affairs, we might recommend the use of one specific strategy or a combination of these unique methods to achieve your objectives.

History:

Our founder, Jim Matush, has always said the primary purpose of Trinity Wealth Advisors is to make a significant and tangible difference in the lives of the families we serve. Jim started Trinity in 1997 after serving for nearly two decades in the typical financial and wealth management world. Together with partners Jim Evens, Eric Steiner and Alan Smith, a different kind of wealth advisory was created, shifting away from the allure of growing a business just for size and money to building a firm that aligned Trinity’s success with that of our clients.

Trinity was built to serve a true client family – applying the most sophisticated investment consulting and wealth management strategies while helping clients realize their wealth is a means to a greater end. Since then, Trinity has grown to become one of the St. Louis area’s leading wealth advisors in meeting the specialized needs of financially established families.

KEY Facts:

The premier wealth coaching firm in St. Louis and the region
Ranked in the top 30 national financial advisory firms (Schwab Investments/Moss Adams national survey, 2005)
Foundation in Judeo-Christian beliefs
Founded by James Matush in 1997
At this moment, proudly serving over 100 families and the organizations they support

Member: FINRA, SIPC

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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