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.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 132 W Washington Ave, Kirkwood,missouri,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- trinitywealth.com
- HQ
- Kirkwood, Missouri
Trinity Wealth Advisors, Llc Questions
Trinity Wealth Advisors, Llc's website is trinitywealth.com
Trinity Wealth Advisors, Llc's LinkedIn profile is https://www.linkedin.com/company/trinity-wealth-advisors
Trinity Wealth Advisors, Llc has
4 employees.
View email and phone details for 4
employees at Trinity Wealth Advisors, Llc.
Trinity Wealth Advisors, Llc's industry is
Investment Management
Trinity Wealth Advisors, Llc's top competitors are
Tapestry Advisory Group, Llc,
Lubrimexxus,
Peak Asset Management, Llc, Colorado,
25 Financial,
Plancorp Wealth Management,
Ageright,
Rbf Wealth Advisors,
Biblical Business Training - Bbt,
Signify Wealth,
Canngenhr.
Trinity Wealth Advisors, Llc's categories are Investment Management
Trinity Wealth Advisors, Llc's founding year is 1997
