TRITIS Wealth Management, LLC.

12/25/2025

This holiday season, TRITIS Wealth Management is thankful for the relationships we’ve built and the trust you’ve placed in us. Wishing you peace, joy, and financial confidence in the New Year and beyond. Merry Christmas and Happy Holidays! 🎄✨

08/29/2025

While we strongly believe that more substantial changes are needed for 401(k), 403(b), and 457 plans, we're encouraged to see progress moving in the right direction!

With two months to go, a newly released forecast projects that every key Internal Revenue Code (IRC) limit for qualified retirement plans will rise in 2026.

08/08/2025

It's official: one of our very own TRITIS Wealth Mgmt family members made it to the Little League World Series in Williamsport, PA. We are so proud of you and the entire team, Benjamin Curtis and Brandon Curtis!
Lamar Little League
Courtney Klasen Curtis James Triolo Daneh Morales

06/03/2025

Your Prescription for a Healthy Retirement

05/16/2025

Join our dynamic team of advisors and discover a firm that offers a supportive and family-like environment.

04/30/2025

It's that time of year again! Help us support the Special Forces and an amazing charity!
https://secure.qgiv.com/event/sfctcelebtactical2025/

04/30/2025

The 2026 401(k) employee contribution limit is on track for $1,000 increase to $24,500, according to latest Milliman forecast

04/07/2025

The National Association of Plan Advisors (NAPA) announced this week that TRITIS Wealth Management, LLC. has been included in its annual list again: Top DC Advisor Teams. This list – of firms with assets under administration (AUA) of over $100 million -- focuses on teams in one physical location and the defined contribution (DC) portion of their practices.

Congratulations to our whole team who worked so hard to make this distinction a possibility!

Once again, we are proud to announce our list of 2025 NAPA Top DC Advisor Teams with assets under advisement over $100 million! Read on to find out who made it.

01/30/2025

The Social Security Administration (SSA) announced on Friday that it could take a year or longer to fully implement the repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO).

01/06/2025

HUGE news for Educators and government employees!

President Joe Biden signed the Social Security Fairness Act on Sunday, repealing both the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

12/03/2024

Our firm, TRITIS Wealth Management, LLC., had an amazing time partnering up with Jack to give back and support Special Forces Charitable Trust at the SFCT's Celebrity | Green Beret Tactical Challenge!
Huge thanks to all of the other teams and especially to the Green Berets for being some of the last “real men” on this planet!

11/28/2024

As we gather during this season of gratitude, we are reminded of how fortunate we are to serve and support clients like you. This time of year offers a unique opportunity to pause and express our heartfelt thanks for the confidence you continue to place in our work and service.
This Thanksgiving, we are deeply grateful for the relationship that we share and for the meaningful connections that enrich our collective experience.
Thank you for being such an important part of our success and growth.
As a reminder, our office will be closed on Thursday, November 28th and Friday, November 29th so that our team can spend time with their families over the Thanksgiving holiday. Our office will resume normal operations on Monday, December 2nd.