What does your ideal financial lifestyle or legacy look like… Today, and in the future?
LIFESTYLE
- Seeking quality, transparent advice and education to help you navigate through life events and market volatility?
- Interested in tax efficient solutions for growing (and using) your wealth?
- Wanting more control over your finances so you can worry less and enjoy life more?
We specialize in making people feel confident in their financial options and decisions. Our LIFE approach provides you with comprehensive wealth and risk management solutions and education to help you reach both short and long term lifestyle goals.
LEGACY
- Interested in ways you can maximize your legacy, without minimizing your income?
- Wanting to secure a seamless transition of wealth for your loved ones, charity, or business?
- Are your assets organized and titled properly to avoid the government deciding who inherits the titles (and potential taxes)?
Everyone has a different goal when it comes to legacy planning. Whatever legacy means to you, a critical step of our LIFE approach is proper asset titling and estate planning to avoid the trials and tribulations of your hard earned assets going through probate.
The LIFE Approach -
Turning your financial lifestyle and legacy dreams into reality.
Your money, your LIFE, your choice...
Scroll over the puzzle pieces to learn more...
Learn More About The Life Approach
We believe proper financial planning should add value to your lifestyle and legacy.
David Kemper
Founder, Senior Wealth Advisor
Courtney Hobbs
Managing Partner, Wealth Advisor
Trinity Strategic Partners is a boutique comprehensive wealth management firm, specializing in Risk Management and Asset Management strategies for high-net-worth households and small business owners.
With over 29 years of industry experience specializing in helping generations of investors reach their financial goals, we are passionate about what we do... and how we do it. We are here to serve you and solve your problems, not sell you products.
Our investment philosophy, “3P Driven Investing” (Participation, Predictability, and Protection), is the foundation upon which we build a client’s Financial LIFE Map. We strive to deliver first-class transparency, experiences, resources, and personal attention when it comes to managing your hard earned assets.
In order to address the nuances and complexities of each individual’s situation, we have built a team of highly skilled Strategic Partners such as CPAs, Attorneys, Business Transition specialists, etc., to serve you and your household at the highest level.
