Trinity Financial Partners Achieves Major Growth Milestone
Growth Milestone Achieved by Trinity Financial Partners
Trinity Financial Partners is making waves in the wealth management industry with its recent achievement of surpassing $500 million in assets under advisement (AUA). This milestone underscores the firm’s commitment to goals-based wealth management and tax optimization, which are integral to their growth strategy.
Importance of Strategic Partnerships
As a strategic partner, SEI has played a crucial role in bolstering Trinity's capabilities across asset management, technology, and operations. This partnership emphasizes SEI's dedication to the independent advisor community, providing necessary support that enhances Trinity’s service delivery and client satisfaction.
Trinity's Comprehensive Services
Founded in 1972, Trinity Financial Partners focuses on a collaborative and personalized financial planning process. Their expertise extends to tax optimization, legacy and estate planning, and guidance for families transitioning through various life stages. These services enable clients to navigate complex financial landscapes with confidence.
Leadership and Vision
At the helm is Robyn Jameson, President and Financial Advisor, who leads the firm with a mission to help families "Plan with Purpose." Her leadership has driven the firm to an impressive AUA of approximately $575 million, showcasing their strong market presence and client loyalty.
The Role of Technology and Innovation
Utilizing SEI's suite of investment strategies and integrated technology solutions, Trinity enhances its value proposition for clients. The firm has embraced a Unified Managed Account (UMA) framework that aligns with modern investment strategies, ultimately benefitting both the advisors and clients they serve.
Voices of Commitment
Jameson expresses her excitement about the firm’s continued expansion, noting that their growth is deeply rooted in building strong relationships with clients, ensuring they are at the center of every decision. She highlights that every interaction is an opportunity to provide tailored financial guidance that meets the evolving needs of their clientele.
Erich Holland, Executive Managing Director at SEI, acknowledges Trinity’s recent accomplishments. He emphasizes their commitment to enhancing advisor capabilities, commending Trinity for their proactive approach in leveraging SEI’s offerings to improve their service delivery.
Overview of SEI
SEI delivers technology and investment solutions vital to the financial services sector. Managing and administering approximately $1.5 trillion in assets, SEI collaborates with corporations and high-net-worth families to foster growth and secure futures through informed decision-making.
About Trinity Financial Partners
Trinity Financial Partners is dedicated to serving high-net-worth families with a holistic wealth management approach. With a passion for cooperative planning, they guide their clients through each life stage, ensuring they are equipped to achieve their financial goals.
Frequently Asked Questions
What milestone has Trinity Financial Partners achieved recently?
They have surpassed $500 million in assets under advisement (AUA), marking a significant growth achievement.
Who is leading Trinity Financial Partners?
Robyn Jameson, CFP®, serves as the President and Financial Advisor, guiding the firm’s vision and mission.
What services does Trinity Financial Partners offer?
Trinity provides a range of services including wealth management, tax optimization, estate planning, and more.
What role does SEI play in Trinity's growth?
SEI acts as a strategic partner, providing technology and asset management services that enhance Trinity's operations.
What is the mission of Trinity Financial Partners?
The mission is to help families "Plan with Purpose," offering them personalized financial planning and guidance.
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