• FFV Scorecard
• Institutions
• Individuals

Wealth Management

To seek to achieve the best wealth management results, we use a process.

Trinity and the client will mutually discuss and determine the services to be provided to you and determine if the engagement is on-going or time specific. The is a fee for service approach. We receive no commissions.

• We start by collecting information about your financial situation. We will mutually define your personal and financial goals, understand your time frame for results and discuss, if relevant, how you feel about risk.
• We will assess your current situation and determine what you must do to meet your goals. Depending on what services you have asked for, this could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.
• This assessment is used to develop and present financial planning recommendations and/or alternatives if appropriate.
• Once the recommendations are discussed and chosen, we can implement the plan including managing your professional advisors.
• We set up on-going monitoring of our plans and make changes if necessary.