We are so excited to introduce you to Trifecta Capital Advisors, our newly established
Registered Investment Advisory (RIA) firm.

We chose the name Trifecta because it reflects the benefit of combining the skill sets and experiences of the three owners as well as our commitment to three key elements of industry-leading client experience:

• Customized financial and investment advice
• Uncompromising integrity
• Focused advocacy

In numerous traditions and philosophies, three has unique significance representing harmony, prosperity, and completeness. Trifecta clients will receive personalized, proactive, proven guidance – that’s our promise and ongoing commitment now as a fully-independent money management and financial advisory firm.
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DECISION TO FORM OUR OWN WEALTH MANAGEMENT FIRM

We gave a lot of thought to the decision to become an independent firm. The wealth management industry has been rapidly changing and it was becoming more difficult for us to uphold our core belief of serving clients as true fiduciaries. We also had a vision for how we wanted to serve clients:

• Continue to provide financial planning and comprehensive advice
• Gain more control over how we manage client assets
• Increase flexibility and pace when making business decisions
• Improve client access to the best technology in the industry

As an independent firm, we needed to select a custodian to hold client assets and maintain account information. We chose Charles Schwab & Co., Inc. (“Schwab”), a leading custodian for independent advisors which custodies more than $3.5 trillion in custody assets on behalf of over 13,000 independent RIA firms.

CLIENTS FRONT AND CENTER

We are pleased to embrace the fiduciary standard, a formal term that means we are legally obligated to put client needs first, 100% of the time. As an independent Registered Investment Advisory firm, we have complete freedom to make this standard the cornerstone of our practice, enabling us to offer an approach to client service and an investment philosophy that is uniquely ours.

If you’d like more detail on how we’re structured, click here to view Trifecta’s information on the SEC’s website: https://adviserinfo.sec.gov/firm/summary/317391.

​Trifecta Capital Advisor’s integrated approach to money management ​and financial well-being

​INVESTMENT SOLUTIONS AND NEW TECHNOLOGY

​With Trifecta, you’ll have expanded access to investment solutions, as well as the latest technology to give you ready insight into the performance of your financial plan and your investment portfolio. As always, our objective is to enable you to achieve your financial goals and to provide a customized, transparent and engaging client experience.
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CREATING YOUR FINANCIAL ROADMAP
 
We believe that a well-constructed financial plan is essential in determining how to allocate your assets over your lifetime. We are committed to protecting your lifestyle as you work toward your financial goals and to ensuring that you understand how all the pieces, both personal and financial, fit together. Using an industry-leading technology platform, we will provide you with a real-time, on-demand financial experience that will allow you to personalize and track your progress. The platform also includes a secure document vault along with spending and budgeting tools.

LIKE FAMILY TO US
 
Current clients: You know how much we treasure our relationship with you, and we look forward to continuing to provide the attentive, focused and results-oriented service you’ve come to expect from us. We may have a new name, but we have been—and always will be—100% committed to managing your precious assets as if they were our own.
 
Prospective clients: If our message resonates with you, please get in touch. We’d love to speak with you and determine if our services, philosophies, and standards are a good fit for your hopes, dreams and needs.