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

What’s Next for ESG in 2025? A Simplified Look at Emerging Trends

Richard Irwin |
Categories
Socially Responsible Investing
Investments
What’s Next for ESG in 2025? A Simplified Look at Emerging Trends As we step into 2025, companies are rethinking their approach to Environmental, Social, and Governance (ESG) strategies. While the concept of ESG might seem daunting, its evolution is steering businesses toward focusing on what truly matters—managing risks, seizing opportunities, and making a lasting impact. Here’s a breakdown of the major trends shaping the ESG landscape this year. 1. A Shift Toward Material Issues...

Investment trends for 2025

Richard Irwin |
Categories
Investments
The world of investing is changing fast! From green energy growth to the rise of AI, opportunities are everywhere—but so are the risks. Are you prepared to navigate inflation, market volatility, and emerging trends? Learn how to diversify, embrace innovation, and stay ahead in 2025. Read our latest article to explore the risks and opportunities shaping this year’s investment landscape.

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...

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