Partners in wealth can be defined several ways. First and foremost, it personifies the relationships we have with our clients; based on education and empowerment. Second, it refers to the team of advisors and support staff that we have built who work together to deliver an exceptional customer service experience. Finally, it captures the relationships we have formed with our strategic business partners who we have chosen to provide product solutions or specialized advice to help our clients reach their financial goals.

01. About Us

Our team is dedicated to partner with our clients to provide holistic wealth planning advice that will educate and empower. Through a combination of personal and digital engagement, we strive to deliver personalized financial solutions to help you sleep well at night.  

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them.  We believe that financial planning is an ongoing process, and we seek to build long-term relationships with clients to help guide them along this path.

03. Our Process

We developed our unique 360-degree planning process to understand what matters most to you and deliver solutions to achieve your goals.  We look at all areas of your financial life to develop a custom plan tailored to your specific needs.

Our Team

Don Murray CFP, FMA, FCSI

Certified Financial Planner, Owner & Partner, Trinity Wealth Partners
Investment Funds Advisor, Investia Financial Services Inc.

Don is thrilled to join Trinity Wealth Partners as an independent financial advisor. With 28 years of experience in the...

Mukesh Patel CFP®

Certified Financial Planner, Independent Advisor Practitioner
Investment Funds Advisor, Investia Financial Services Inc.

https://calendly.com/mukesh-41

Mukesh joined Trinity Wealth Partners as an Independent Advisor in 2022. Independence...

Sara Rent

Associate Advisor

Sara is excited to begin her journey with Trinity Wealth Partners as an Associate Advisor.

With a rich background in...

Freyja Malchy-Aster

Executive Assistant

Freyja is an Executive Assistant at Trinity Wealth Partners, known for their adaptability, attention to detail, and...

We provide evergreen wealth solutions for individuals and families to build trusted long-term relationships. Our goal is to educate, engage and empower you on the journey to financial success.

Contact Us

Resource Center

Paying Down Debt vs. Investing: Which Should You Prioritize?

Richard Irwin |
Categories
Debt Planning
Financial Planning
Life often presents tough financial choices, and one of the biggest is whether to focus on paying down debt or investing for the future. Both options have their merits, and choosing the right path depends on your unique financial situation, goals, and risk tolerance. Let’s explore the factors that can guide your decision. Paying Down Debt: Debt can feel like a heavy weight on your financial shoulders. Tackling it first offers a sense of relief...

Financial New Year’s Resolutions: Starting 2025 on the Right Foot

Richard Irwin |
Categories
Financial Planning
Personal Finance
Investments
The New Year is here, bringing with it the promise of fresh opportunities and a chance to reflect on what matters most. As you set personal and professional goals, it’s also the perfect time to revisit your financial plans. Think of this as a moment to realign your finances with your vision for the future—whether it’s about building security, seizing new opportunities, or making meaningful memories with loved ones. Let’s explore some thoughtful financial resolutions...

Money Lessons from Christmas Classics

Richard Irwin |
Categories
Financial Planning
Christmas movies are more than just feel-good entertainment—they’re packed with lessons that go beyond holiday cheer. Beneath the snow-covered storylines and festive music are nuggets of wisdom that can teach us a thing or two about money and life. From saving for the future to navigating unexpected challenges, these films remind us of what’s truly important. Let’s take a closer look at the financial lessons hidden in some of our favorite Christmas classics. 1. It’s...

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