Trinity Wealth Advisors, LLC

Trinity Wealth Advisors, LLC

Investment Management Kirkwood, Missouri, United States 4 employees
Employees
4
Contacts
1
Emails
1
Phones
1

Trinity Wealth Advisors, LLC Overview

Headquarters
Kirkwood, Missouri, United States
Industry
Investment Management
Employees
4
Founded
1997
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Trinity Wealth Advisors, LLC

Our Mission We help families put their wealth to work for a greater purpose, using advanced wealth management and investment strategies that enable you to grow and steward your assets in alignment with your values. OUR STORY: A deeper calling for wealth management Our founder, Jim Matush, has always said the primary purpose of Trinity Wealth Advisors is to make a significant and tangible difference in the lives of the families we serve. Jim started Trinity in 1997 after serving for nearly two decades in the typical financial and wealth management world. Together with partners Jim Evens, Eric Steiner and Alan Smith, a different kind of wealth advisory was created, shifting away from the allure of growing a business just for size and money to building a firm that aligned Trinity’s success with that of our clients. Trinity was built to serve a true client family – applying the most sophisticated investment consulting and wealth management strategies while helping clients realize their wealth is a means to a greater end. Since then, Trinity has grown to become one of the St. Louis area’s leading wealth advisors in meeting the specialized needs of financially established families.

Trinity Wealth Advisors, LLC Contact Details

People in AeroLeads
1
With contact data
1
Email contacts
1
100.0% coverage
Phone contacts
1
100.0% coverage

Trinity Wealth Advisors, LLC Org Chart

Sample employees and titles
Name Title Contact
Ryan Wagner Head of Partnerships & Growth
Email Phone

Employees by Management Level

VP / Head 1 profile
Director 1 profile
Individual contributor 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 2

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