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, 2021, 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.Read More
Trinity Capital Management employs a team approach to developing, implementing and working with our clients 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.
821 ESE Loop 323, Suite 110 | Tyler, Texas 75701
903-747-3960 | Toll Free: 855-515-3246 | Fax: 903-747-3970
5080 Spectrum Drive, Suite 1000E | Addison, TX 75001
972-213-0040 | Fax: 469-210-3959
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Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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