Trinity Wealth Management

Yes, a beneficiary designation on an account typically supersedes the instructions in a will. This means that the assets named in the beneficiary designation will be distributed according to those designations, regardless of what the will states.

Trinity Wealth Management follows a holistic, three-step approach: Discover (gathering financial details and aspirations), Analyze (drafting a plan and testing scenarios), and Recommend (providing guidance and adjusting the plan as needed). This process ensures personalized, data-informed financial strategies tailored to each client’s goals.

Trinity Wealth Management offers tailored financial solutions for business owners, including retirement plan optimization, buy-sell agreements, key person insurance, succession planning, and philanthropic giving options. Their expertise helps business owners align their financial strategies with their long-term objectives.

Trinity Wealth Management is guided by five core values: Integrity, Honesty, Education, Independence, and Service. These values ensure that the firm always puts clients’ best interests first, provides full disclosure, educates clients, acts as fiduciaries, and delivers highly personalized service.

Trinity Wealth Management helps business owners integrate philanthropic goals into their financial plans through responsible investing. This allows clients to achieve financial success while also supporting causes they care about, ensuring that doing well and doing good go hand in hand.

The testimonial from Carolyn M. highlights Trinity Wealth Management’s effective management of a company’s 401(k) plan, praising Marjorie Wentz’s expertise and the firm’s excellent customer service. It underscores the firm’s ability to provide consistent, high-quality financial guidance to business clients.