Our Mission:
We seek to protect and grow our clients' legacy for generations to come. Our goal is to manage and potentially increase our clients' investment portfolios as prudently as possible while protecting capital on the downside. We will provide quality, objective investment advice to our clients that is free from conflicts of interest.
Our Value Proposition:
We will always act as a fiduciary for our clients and embrace that standard. While every investment decision may not make money, our clients know that we will always act in their best interests. Our clients' investment goals will be the foundation of all portfolio decisions. Our ethics will be beyond reproach.
Disclosure:
We are a fee-only investment management and financial planning firm. The firm does not sell securities on a commission basis. The firm is not affiliated with entities that sell financial products or securities.
Trinity Legacy Partners, LLC does not act as a custodian of client assets. All client assets managed by Trinity Legacy Partners, LLC are held at Charles Schwab, the firm's custodian.
No minimum account size required.
Additional disclosure information and firm brochure can be found at https://trinitylegacy.com.
24 Greenway Plaza, Suite 546 | Houston, TX 77046 | Phone 713-999-8053 | info@trinitylegacy.com
Company Details
- Employees
- 9
- Founded
- -
- Address
- 24 Greenway Plaza,
- Phone
- 1 713 999 8053
- in****@****acy.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- trinitylegacy.com
- Keywords
- Dynamic Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Portfolio Construction, Fee Simple Investing, Risk Management, Capital Preservation, Asset Management, Financial Consulting, CIMA, CFP, ChFC, Education Planning, Fiduciary.
- HQ
- Houston, Texas
Trinity Legacy Partners, Llc Questions
Trinity Legacy Partners, Llc's helpline number is 1 713 999 8053
Trinity Legacy Partners, Llc's website is trinitylegacy.com
Trinity Legacy Partners, Llc's LinkedIn profile is https://www.linkedin.com/company/trinity-legacy-partners-llc
Trinity Legacy Partners, Llc has
9 employees.
View email and phone details for 9
employees at Trinity Legacy Partners, Llc.
Trinity Legacy Partners, Llc's industry is
Investment Management
Trinity Legacy Partners, Llc's top competitors are
Sunset Legacy Partners,
Magna Legacy Partners,
Modern Legacy Partners,
Charis Legacy Partners,
Strategic Legacy Partners,
Azad Legacy Partners,
Legacy First Partners, Llc,
Peak Legacy Partners,
R&s Legacy Partners, Llc,
Metis Legacy Partners, Llc.
Trinity Legacy Partners, Llc's support email address is info@trinitylegacy.com
Trinity Legacy Partners, Llc's categories are Investment Management
Trinity Legacy Partners, Llc's founding year is 2011
