Trinity Wealth Management LLC Employee Directory

Financial ServicesUnited States2-10 Employees

Trinity Wealth Management, LLC (TWM) is an independent Registered Investment Advisor with headquarters in Kenwood, Ohio.  TWM provides comprehensive wealth management services on a fee-only basis to clients worldwide.  Fee-only means we do not receive commissions or fees other than what is paid to us by our clients.
Our mission is to provide clients a disciplined, goal-based process to achieve their financial objectives.       
Our wealth management process helps clients identify realistic financial goals, establish a plan of action, implement the plan and track its progress.  Our collaborative approach to managing wealth engages the client in the process to ensure a united, disciplined effort in achieving financial goals.
We place the interest of our clients ahead of our own in everything we do.  We pride ourselves on being readily and directly accessible to our clients.  Client convenience and exemplary client service are our hallmarks.  We sell nothing to our clients but our advice and fully disclose our fees up front.  We utilize Charles Schwab & Co., Inc. as our independent investment custodian

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