Trinity Wealth Management Group

04/02/2026

Our Advisors, taking our clients and their portfolios up up and up!

03/25/2026

🌱 Spring Tax Checklist — 5 Moves to Make Before April 15th
Tax season isn't just about filing — it's one of the best times of year to take a hard look at your financial picture and make a few smart moves before the deadline closes.

Here's what we're reminding our clients to think about right now:

✅ Max out your IRA contribution for 2024
✅ Review and adjust your tax withholding for 2025
✅ Explore a Roth conversion if your income dipped last year
✅ Confirm your RMDs are handled (big penalties if missed!)
✅ Update your beneficiary designations while you're at it

These aren't complicated — but they're easy to overlook when life gets busy. That's what we're here for.

Have questions or want a second set of eyes before the deadline? Reach out — we'd love to help.

02/14/2026

Introducing Trinity Private Client Group. A fully integrated and coordinated financial planning offer for Business owners and Accredited Investors.

02/03/2026

What better way to get to know your Advisors. The "origin story" and how we came together to help our clients succeed. Investments, Estate Plan, Insurance, Tax and Business valuations and acceleration. We have you covered.

This is "Trinity Video" by Connect Wealth Solutions on Vimeo, the home for high quality videos and the people who love them.

02/03/2026

Estate Planning, Simplified — the Trinity Way

Trinity clients now receive Financial and Healthcare Powers of Attorney at no cost.

We also offer an affordable estate planning package—including a Revocable Trust and Living Will—designed to protect what matters most.

02/01/2026

Interesting study about the benefits of working with a Financial Advisor. What do you think?

Most Americans already feel behind on retirement, but new data from Northwestern Mutual’s Planning & Progress Study shows the problem is even worse than many realize. According to their research, the average American believes they will need more than $1.4 million dollars to retire comfortably, yet...

12/17/2025

We are super excited to announce that we will be launching Trinity Tax Services in 2026. Unlike some tax firms that just click and file, our focus is on tax strategies that allow our clients to have ongoing tax planning all year long. "Pay the IRS what you owe... but just don't leave a tip". Services tailored to business owners. Trinity Wealth Management will now offer Investment Management, Retirement & Financial Planning, Tax Planning, Estate Planning, Insurance and business valuations. I can't believe how far we've come in the past 10 years. One stop shop.

12/01/2025

Another 'feather in the cap' for Trinity Wealth Management Group. We now have not one but two CEPA® designated Advisors on staff. Adam Parks and Jesse Cordoba have both successfully completed the required training to assist our business owner clients with one of the most important aspects of their lives. What to do when you're looking to retire and own a business. Maximizing the value both financially but personally. 75% of business owners regret selling 12 months out due to lack of planning. Just one more example of the commitment to clients that is shared here at Trinity. If you know of a business owner looking to retire, have them come in for a complimentary analysis.

11/21/2025

Heads up, your 2026 benefit notices arriving soon.

In 2026, retirees who rely on Social Security will see a 2.8% benefit boost. A new tax deduction and Medicare prices will also affect their bottom line.

11/19/2025

See a penny, pick it up. It will be a collectable souvenir one day.

It’s becoming less convenient to convert coins to cash, which is why it may be worth doing it now.

11/12/2025

We’ve been chatting with a lot of business owners lately about what happens when you step away. For many of us, the business is our biggest asset—but most folks haven’t mapped out how that transition really works.

A few honest questions:
• Have you built savings outside the business?
• Could it be sold without you at the wheel?
• Would the after-tax proceeds cover your lifestyle?
• What if illness or life forced an earlier exit?
• And what’s the plan if the market isn’t right when you want to sell?

This isn’t a scare tactic—it’s about protecting what you’ve built. If you want a no-pressure chat about your options, reply here or grab a time on our calendar.