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
-
You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
-
REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
-
Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
-
All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
Calculators
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.