Trinity Wealth Management LLC Employee Directory

Financial ServicesOhio, United States2-10 Employees

Trinity Wealth Management LLC is an independent Registered Investment Advisor in the financial services sector. It is based in Kenwood, Ohio, with a Cincinnati address listed for operations. The firm offers wealth management services on a fee-only basis to clients worldwide, relying solely on client fees rather than commissions, and it operates with a small professional team. 

Its process emphasizes a disciplined, goal-based approach that guides clients from goal identification to plan execution and progress tracking through collaboration. The firm states that client interests come first, provides readily accessible service, discloses fees upfront, and does not sell products beyond advisory services. For custody, Trinity Wealth Management uses Charles Schwab & Co., Inc. as its independent custodian.

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