What do you do?
We are a comprehensive wealth management firm focused on financial planning and portfolio management. We help individuals and families achieve their financial goals by helping them clarify what they want to accomplish in life and why, and then work together to align their wealth with their goals and values.
Who do you work with?
We work with a wide variety of business owners, executives, and families at all ages and stages of life. Some are nearing or in retirement, others are in their early or mid-careers. They’re in different industries, they have different assets, and they’ve done different amounts of planning. The common thread among all of them, though, is that they want to enjoy life while protecting and planning for the future, and they value the collaboration we provide to help them achieve that balance.
What if my finances are a mess and I don’t know what I need?
That’s why we’re here! Don’t worry if things aren’t in order and you don’t have all the answers. Our clients often tell us that they finally understand their current resources and the game plan moving forward. We can tell you from experience that when you get your finances in order, you’ll get an incredible sense of security from knowing everything’s in the right place and you’re on track to achieve your goals.
What is your financial planning process like?
We start with the big picture. Everything we do starts with getting to know you and learning about your current situation and objectives. If we’re a good fit, the next step is creating and implementing a financial plan based on the resources you have today and the goals you have for the future, and then we update it moving forward to keep you on track. Our objective is to give you clarity about where you are, help you protect and grow to where you need to be, and then harvest your wealth for the future when it’s time for your goals to come to fruition.
Will I have a say in my financial plan?
We understand that no two people are alike. We work together to find a plan that aligns with your goals. Once we have an agreed upon action plan, we help implement and oversee your plan. Rest assured you’ll be calling the shots but we’ll help you stay on track! We know that wealth management can be overwhelming these days, but we will always explain things to you in a way that makes sense, and we will never talk over your head or recommend things you don’t understand. Our role is to be the advisor who empowers you with the knowledge, resources and tools you need to make financial decisions with clarity and confidence.
What kind of service can I expect from you?
Here at TriaGen, we consider our clients to be part of our family, and we give them the same kind of proactive service we’d give to our own family members. Our client relationships are rooted in friendship, communication, and trust. Our clients know we understand them and act in their best interests. Some of our clients like to hear from us frequently, others prefer to only meet once a year or when something comes up. Either way, we’ll discuss how and when you like to be contacted and how often you prefer to meet, and we’ll craft a custom communication plan to suit your needs.
What does it mean that you “eat your own cooking”?
One thing that’s unique about TriaGen is that we manage our investment portfolios with the uncommon approach of eating our own cooking. This means we invest in the same strategies and investments, when appropriate, alongside those we recommend for our clients. The research and attention we provide is extensive. We don’t put ourselves or our clients into cookie-cutter portfolios, we take ownership of our decisions and fully understand what we’re buying and why we’re buying it.