Trinity Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 53 reviews
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Team photo for Trinity Wealth Advisors

Trinity Wealth Advisors, Ameriprise Client Experience Award Recipient, 2024

  • How we work

    We provide personalized advice based on what’s most important to you.
    Work with us

  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us

  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
    See your options

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Reach your financial goals with confidence

What are you doing today to prepare for your goals tomorrow?

We take the time to understand what’s truly important to you — whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

Learn more about how we can help you meet your financial goals

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Events

Welcome to Trinity Wealth Advisors

To show our appreciation for your business, we're hosting a reception on March 19that Maggiano’s Little Italy in Santana Row, at 3055 Olin Ave., Suite 1000, San Jose, CA 95128. This will be a wonderful opportunity to connect with the Trinity Wealth Advisors team and fellow clients in a relaxed setting. Appetizers, dinner, and beverages (alcoholic and non-alcoholic) will be provided. There is no cost or obligation to attend.

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Honored to receive recognition

All of us at Trinity Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Trinity Wealth Advisors team and the great experience we work so hard to provide for our clients every day.

The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.