Customized Financial Strategies


Trinity Capital Management is a high touch, high service wealth advisory practice that delivers integrated solutions to affluent individuals, families, endowments/foundations and businesses. Through our combined over 100 years of experience and resources, we believe we achieve far more for our clients as a team than as individuals.

Carefully designed as a boutique, we provide our clients a suite of integrated wealth management services through an open architecture platform that ensures we are not captive to any particular service provider, money manager, or product. We are therefore able to assemble, customize and coordinate the most appropriate group of solutions for each and every client.

Vigilant advocacy, objectivity, transparency, collaboration and performance are the governing principles of Trinity Capital Management.