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

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...

Sidney Parsons

Sidney is excited to embark on her journey with Trinity Wealth Partners as an Executive Assistant. 

With a rich...

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

SRI vs. ESG vs. Impact Investing: What’s the Difference and Which is Right for You?

Richard Irwin |
Categories
Socially Responsible Investing
Investments
Values-based investing is no longer just a niche strategy; it’s become a key consideration for many investors. According to US SIF, assets in socially responsible investing (SRI), environmental, social, and corporate governance (ESG) investing, and impact investing grew from $3 trillion in 2010 to $12 trillion in 2018. But with so many values-based investment options, how do you decide which approach aligns with your financial and personal goals? Here’s a breakdown of SRI, ESG, and...

The Importance of Keeping Your Will Up to Date

Richard Irwin |
Categories
Estate Planning
Financial Planning
Your will is a key document that outlines how you want your assets, belongings, and guardianship of dependents managed after you pass away. While creating a will is essential, keeping it up to date is just as important. Life circumstances change, and a current will ensure your wishes are accurately reflected. Here’s why regular updates to your will are so critical. 1. Reflecting Major Life Changes Significant life events, such as marriage, divorce, having children...

Term vs. Permanent Life Insurance: Which Is Right for You?

Richard Irwin |
Categories
Insurance
Financial Planning
Choosing between term and permanent life insurance can feel overwhelming, as each type has unique benefits suited to different needs. Here’s a breakdown to help you determine which might be the better option for you. What Is Term Life Insurance? Term life insurance offers coverage for a set period, such as 10, 20, or 30 years. Here’s how it works: Coverage Duration: You select a term length, during which your beneficiaries are protected. If you...

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