Trinity Wealth Management, LLC / Financial Advisor in Cincinnati, Ohio

J. Brock Dexter, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Trinity Wealth Management, LLC (TWM) is an independent Registered Investment Advisor licensed in the state of Ohio. While our primary focus is wealth management for high net worth clients, we offer a broad range of services for clients with varying needs. We combine comprehensive financial planning with on-going investment advisory service to achieve our clients' stated goals and objectives. Our areas of expertise include executive compensation, such as long-term incentive and deferred income plans; retirement plan selection, accumulation, and distribution planning; college funding for affluent families not eligible for financial aid; tax reduction strategies and cash flow management. Clients generally require $300,000 of investable assets to optimize using our services, but we evaluate each case on an individual basis. We pride ourselves on placing the needs of our clients ahead of those of ourselves or our firm. Integrity, Commitment, and Experience are our hallmarks.

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