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
- Website
- trinitywealth.com
- Industry
- Investment Management
- Employees
- 4
- Founded
- 1997
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll 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 | Location | Contact |
|---|---|---|---|
| Ryan Wagner | Head of Partnerships & Growth | St Charles, Missouri, United States |
Email
Phone
|
Employees by Management Level
VP / Head
1 profile
Director
1 profile
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 2 |
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