Trihey Wealth Management

wealth management built on integrity and experience

We remain focused on what’s important to you.

Our dedication

For over 30 years

Trihey Wealth Management has been a trusted partner for individuals, families and businesses providing guidance and solutions based on a thorough understanding of each client’s situation and goals.

We take an objective and proactive approach, bringing proven in-depth knowledge to bear on every aspect of our client’s unique needs.

When developing an integrated wealth management plan, we offer:

Discretionary portfolio management

We provide our clients with customized and unique portfolios to meet our client specific needs and objectives.

Our approach offers the following key benefits:

1

Deep Understanding

Before preparing a wealth plan and investment strategy for our clients we determine, your tolerance for risk, and time horizon. We carefully measure these factors against your life goals to build an investment strategy tailored to you and your family’s financial goals.

2

Disciplined Portfolio Construction

Based on the specifics of each client’s situation, we provide diversification within each asset class—across sectors, industries, and countries using low cost-effective investment solutions including ETF’s, Direct Stock Portfolios, and Actively Managed funds.

3

Rigorous oversight

When implementing a client’s investment strategy,  we use a stringent process to screen top money managers, investment strategies selecting those  who meet the objectives established for our clients. Once the appropriate investment strategies have been chosen, we provide ongoing oversight and make changes as necessary.

Our core strengthS

With an ever-changing market, keeping track and making the right long-term decision may seem like an impossible task; we strive to help you preserve and grow wealth through a prudent mix of diversified strategies matched to your unique goals, time frame and risk tolerance.

Our approach to managing client assets is rooted in:

Why Choose us?

We’ve had the privilege of working with individuals and families for over 30 years, often over several generations. In that time, we’ve learned that our clients value and appreciate the combination of traits that distinguish our team.

Experience

Since our beginnings, we’ve provided our clients with planning advice through a wide range of market conditions. This track record of experience continues to inform our prudent approach and long-term perspective.

Listening and understanding

Every client benefits from our collective experience, which spans more than 50 years. Our team-based approach provides access to the in-depth knowledge of each one of our professionals.

Personal Relationships

Our clients experience only one kind of relationship—the kind based on deep understanding and mutual respect. Such relationships are, in our experience, fundamental to the success of every plan.

Independent Advice

We understand the power of independent advice and pride ourselves on providing an objective point of view, without the distraction of conflict of interests. Our goals and those of our clients are one and the same.

A family business

We know that our clients are the key to our success.

Preparing and securing your financial future is much more than a question of money, it is the management of your life plans and your personal and professional goals over time. You need a combination of tailored services to capture all aspects of this planning.

Our guiding principles have always been the foundation of everything we do:

Fiduciary Duty

Always putting our clients’ interests first.

Bespoke Wealth Management

Crafting personalized strategies for unique goals.

Professional Excellence

Upholding the highest standards through the CFA designation.

Recognized as one of the top 50 leading women in wealth

Wealth Professional’s Top 50 Leading Women in Wealth are living examples of those words and the torch bearers for the next generation of females in the financial industry.

Let's Grow Your Wealth

A powerful partnership to help reach your goals

To find out how you can benefit from working with an experienced Wealth Planning Team.