Three Generations of
Financial Services Professionals.
Our roots date back to the 1960s when Nick’s dad and Bryan’s grandfather became an “Account Executive” with Dean Witter. Nick joined him in 1979; Orlo came on board in 1992. Bryan joined the team in 2007.
We operated as the Garris-Elfes Group until 2020 when we formed TriaGen Wealth Management. “Tria” is Greek for the word three, referring to the three partners who founded the firm and the three generations of offering wealth management services. “Gen” is short for Generations, a nod to the multi-generational planning we do. There is nothing more rewarding for us than working with a client for decades, and then getting to work with their children and eventually grandchildren. We get to see the long-term impact that good planning and wise investments have on the families we serve, and that’s one of the things we love the most about what we do.