UNLOCK THE POWER OF FINANCIAL WEALTH WITH OUR SPECIALIZED PROCESS THAT ENCOMPASSES FOUR KEY ELEMENTS
THE FIRST STEP
The first step toward achieving your goals as a business owner is the ability to clearly envision the outcomes that inspire you. This means that the process of creating a vision often begins earlier than many realize in traditional business planning discussions.
JOURNEY
The journey begins with the act of visualizing. As a business owner, what future do you see for your company and your loved ones? What opportunities and outcomes inspire genuine satisfaction and success in your mind?
PROGRESS
Your journey from concept to execution requires a trusted guide. Together, we shape the story of your business and personal future—balancing today’s needs with long-term goals. Only then can we design and track a tailored plan to intentionally achieve your vision for success.
DISCOVER
AS SEEN ON
OUR STORY...
At Trinity Wealth, our approach to business owner wealth management is grounded in a simple but powerful belief: true financial success comes from personalized guidance, trust, and a deep understanding of each client's unique vision. This philosophy forms the foundation of our firm, where we’re dedicated to helping you navigate the complexities of business and personal wealth with a tailored strategy.
Founded by experienced professionals with a shared commitment to relationship-driven service, we focus on what matters most to you—whether it’s securing your company’s future, achieving financial independence, or building a lasting legacy. Our holistic approach is designed to align with your goals, both for your business and your personal life.
Integrity, excellence, and transparency are the cornerstones of our practice. Our team of dedicated advisors works alongside you to ensure that your wealth management strategy evolves as your business grows, providing continuous support and innovative solutions.
The success stories of our business owner clients inspire us every day, demonstrating the impact of personalized wealth management. As your needs evolve, our commitment to you remains unwavering: to deliver proactive, client-centered services that support your ongoing success.
At the core, our story isn’t just about managing wealth—it’s about helping you build a secure and prosperous future for both your business and personal life, every step of the way.
SERVICES
At Trinity Wealth We strive to provide a high-value service that exceeds your expectations.
INVESTMENT PLANNING
- Customized Portfolio Design
- Diversification and Asset Allocation
- Market Analysis and Opportunity Identification
- Ongoing Portfolio Review and Rebalancing
TAX PLANNING
- Strategic Tax Planning
- Investment Tax Efficiency
- Retirement Tax Management
- Estate Tax Planning
HEALTH CARE PLANNING
- Health Care Cost Management
- Insurance Strategy
- Long-Term Care Planning
- Medicare Guidance
LEGACY PLANNING
- Estate Planning and Trusts
- Wealth Transfer Strategies
- Charitable Giving
- Succession Planning
ELDER CARE PLANNING
- Long-Term Care Planning
- Medicare and Medicaid Strategy
- Financial Security for Seniors
- Estate and Health Care Directives
COLLEGE PLANNING
- Savings Strategy Development
- Financial Aid Navigation
- Cost Management Advice
- Investment in Education Planning
OUR PROCESS
STEP 1: DISCOVERY MEETING
Discuss current life situation, values, dreams, clarify goals
Identify strengths, opportunities and challenges to reach those goals
Clarify WHO we are, WHAT we do, How we are paid
STEP 2: STRATEGY SESSION
Provide diligent review of current financial resources
Deliver clear recommendations and thoroughly defined action plan
Establish value and commitment
STEP 3: IMPLEMENT
Execute goal-oriented strategy
Allocate funds to agreed-upon investment strategies
Identify additional professionals needed for advanced planning
STEP 4: ADVANCED PLANNING
Health Care
Tax Planning
Estate Planning
STEP 5: EFFECTIVE OVERSIGHT
Consistent, periodic monitoring of progress and life changes
Review objectives and modify plan as often as needed to reach goals
Provide quarterly reports, correspondence and educational opportunities
TRINITY WEALTH FREE RESOURCES
PLAN - PRICE
Description
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CREDENTIALS
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CFP®
Certified Financial Planner
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RHU®
Registered Health Underwriter
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CASL®
Chartered Advisor in Senior Living
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ChFC®
Chartered Financial Consultant
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CLU®
Chartered Life Underwriter
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REBC®
Registered Employee Benefits Consultant®
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RICP®
Retirement Income Certified Professional®
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ChSNC®
Chartered Special Needs Consultant®
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CAP®
Certified Analytics Professional®
OUR TEAM
Andrew Hathaway, CCFS®
After years of dedicated experience in wealth management and business planning, I’ve developed a deep expertise in helping business owners secure their financial futures. Through strategic planning and tailored investment strategies, I assist entrepreneurs in optimizing both their business and personal wealth while preparing for a successful future.
My approach blends a deep understanding of financial markets with personalized strategies designed to meet the unique needs of business owners. Whether it's developing a succession plan, managing business and personal assets, or navigating tax-efficient investment strategies, I focus on providing comprehensive financial solutions that align with your goals.
My mission is to empower business owners to make informed decisions and confidently manage the complexities of wealth creation, growth, and preservation. I look forward to helping you achieve your business and personal financial aspirations.
Andrew is a Certified College Funding Specialist (CCFS), holds a Series 65, and is licensed in life insurance.
CRAIG STAVELY
Craig Stavely has been in the financial services for close to 15 years. His designations include: MBA, CFP®, RICP®, ChFC®, CLU®, ChSNC®, CAP®, CASL®, REBC®, RHU®. His passion is helping clients achieve their goals and his role at Trinity Financial is to make sure our clients are getting the most out of our process. His background in financial planning allows him to ensure our clients are ready for the out of pocket costs associated with college.
PAMELA D. WARRIOR
I have enjoyed over 15 years of assisting families and businesses with structuring life insurance and fixed income that fits their needs and objectives. Utilizing a consultative approach allows us to work together to determine the best strategy. Because of my years of experience, I have developed a keen understanding of underwriting requirements which assist in expediting processes and setting expectations.
My ultimate goal is to provide options and opportunities to help secure your family’s future.
Financial Wealth Experts
8354 E Northfield Blvd, Unit 3700
Denver, CO | 80238