Wealth Management with a Purpose

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Trinity Capital Management

Who are we?

Trinity Capital Management (TCM) is an independent financial practice offering wealth advisory services to successful individuals, families, businesses owners, and institutions. We are committed to helping our clients navigate their financial journey through effective planning, prudent investment management, and diligent progress review of investment goals and objectives. With just under $1 billion in assets under management as of June 30, 2022, TCM has the size, scale, systems, and team to provide a comprehensive wealth management approach to help our clients work toward achieving their goals and dreams. You dream it, we help you work to plan it and live it.

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Financial Advisory Practice

Trinity Capital Management employs a team approach to developing, implementing and working with our clients to review their wealth management plans. Each team member has defined roles and responsibilities designed to cover all facets of our client service model. Our process is designed to help ensure each element of a client’s plan can be achieved. We believe a proactive client service approach can enable us to stay on top of every aspect of our client’s financial lives and helps empower us to effectively react to critical life events as they occur.


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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.

Products and services listed may not be available, or may have restrictions, depending on client country of residence.
Investment and Insurance Products Are:
Not Insured by the FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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