Trinity Wealth Management is a full-sevice, fee-based wealth management advisory firm dedicated to providing our clients with a disciplined portfolio management strategy and exceptional personalized service with one goal in mind- to meet our client's investment objectives. Our mission is to create a positive difference in the financial success of our clients by dedicating ourselves to their financial well-being and building long-lasting relationships by understanding and serving their evolving needs.
Newsletters
-
Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
-
Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
-
HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
-
HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Calculators
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.