Trinity Wealth Management LLC
Trinity Wealth Management is an independent investment advisor with a unique perspective on investing that enables us to spot opportunities and capitalize on them. Our independence gives us the flexibility to adapt our strategies quickly to changing market conditions. Our mission is to provide personalized financial advice while delivering great client service for a reasonable fee. We aim to provide a better overall experience for each client.
Helping build your future and maintain your wealth. We are an Oconomowoc, WI based independent financial investment company committed to helping you make the best decisions for your future. Our Services Here's what we do at Trinity Wealth Management Investment Strategies We sit down and listen to what your financial goals and objectives are and provide investment strategies that match the level of risk each client is comfortable with. We consider this an ongoing process and will adjust risk levels for each client as the current economic and investment climate changes. Portfolio Management On a daily, weekly, and monthly basis we analyze, monitor, and adjust each portfolio for each client. Our overall objective is to build the best globally diversified portfolio primarily using Exchange Traded Funds (ETFs), in addition to using individual stocks and bonds. Retirement Planning We can provide a comprehensive retirement strategy to complement your portfolio management. Unlike some firms, we provide retirement planning at no additional cost to our clients.
Address: PO Box 433, 405 East Forest Street, Oconomowoc, WI 53066, USA
Phone: +1 262 510 0136
FAX: +1 262 510 0144
