TRINITY WEALTH SOLUTIONS LLC

Overview

Trinity Wealth Solutions LLC is a small, independent registered investment adviser operating as a sole proprietorship and owned by an individual. The firm serves individual and family clients, with a specific advisory focus on financial planning and portfolio management for individuals and small businesses. Its business activities also include accounting services. Trinity charges clients based on a percentage of assets under management. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives