Kirk Quaschnick, CEO at Tri Wealth, LLC

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Frisco, TX
Kirk Quaschnick, CEO at Tri Wealth, LLC

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Tri Wealth, LLC provides quality financial strategies, insurance & financial products and services to businesses and individuals.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Tri Wealth, LLC nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Tri Wealth, LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. Registered Branch Address:
14111 King Rd
Ste. 520
Frisco, TX 75036
(214)420-7152

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. AR License # 1073789
CA License # 0I00890

11/02/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

10/30/2026

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.

10/30/2026

Happy birthday, Andy! 🎂 Whether he's walking clients through their plans or keeping up with two little ones at the pumpkin patch, he brings the same energy to both. Here's to a great year!

10/29/2026

Did you know that you're able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education.
https://bit.ly/3W3c2yv

10/28/2026

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.

10/26/2026

Many Americans (60%) have spent money on something expensive they later regretted, and a majority with regrets have more than one, according to a new NerdWallet survey.

10/23/2026

Four generations of family memories are legally invisible to Medicaid, and the moment a grandparent enters a nursing home, that beloved cabin can trigger a financial reckoning most families never saw coming.

10/19/2026

Not sure if you're ready for the next step? Consider these indications of retirement readiness and see if you're more prepared than you think.

10/15/2026

This survey examines household financial data and sentiment across California, Florida, Georgia, New York and Texas.

10/09/2026

Think paying upfront is always the smartest financial move? Learn why maintaining flexibility with certain expenses may be worth considering in retirement.

Think paying upfront is the smartest financial move? Discover why staying flexible with some bills is the real secret to stretching your retirement savings.

Address

14111 King Road, Ste. 520
Frisco, TX
75036

Telephone

+12144207152

Website

https://www.triwealth.com/

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