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DYNAMIC WEALTH MANAGEMENT
Quite simply, it is Investment Management made simple.
About Us

Who is Trinity Legacy Partners?

We are a Registered Investment Advisor. While registered with the Texas State Securities Board, we have clients across the country.

 First, what we are not.

 We are not brokers, nor are we beholden to one investment firm and only one opinion about investing.

 Now, what we are.

 We are independent, which means we think independently.

 We are fiduciaries for our clients. This means we strive to act in your best interests.

 As a fiduciary, our clients give us full discretion when managing their portfolios. This means we do not need to ask for permission to make trades in our clients’ accounts. This is important, because the markets move fast.

We manage our clients’ accounts on a fee-based basis. This means we get paid a percentage of our clients’ assets under management. We make more money only when you make more money.

We are a Private Wealth Management firm, meaning your identity is never revealed to others by us.

We manage both retirement and taxable accounts for our clients. We strive to be as tax-efficient as possible in our clients’ taxable accounts.

At Trinity Legacy Partners, we want to build a partnership with you.

If you are tired of the status quo when it comes to the management of your wealth, give Trinity Legacy Partners a call.

Trey Wilkinson, CIMA®, is President and Chief Executive Officer of Trinity Legacy Partners, LLC, a private wealth advisory firm in Houston. He also is the firm’s Chief Investment Officer.

Founded in November 2011, Trinity Legacy Partners managed over $54 million for its clients as of December 31, 2013.

Trey has been in the investment business since 1996. As a portfolio manager, he managed over $200 million for high net worth clients at U.S. Trust, Bank of America Private Wealth Management. He also spent seven years in the institutional channel for AIM Investments (now Invesco).

Prior to working in investments, Trey spent three years in the front office of the Houston Astros Baseball Club. Today, he serves as an Official Scorer for Major League Baseball at selected Astros home games.

Trey holds the Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consultants Association, earned after completing a rigorous course study at The Wharton School at the University of Pennsylvania.

Trey is very active in the community. He serves as Treasurer on the board of directors for the University of Houston Alumni Association. He is a member of the University of Houston’s Board of Visitors, the University of Houston Honors College Advisory Board, and the board of Houston Athletics Foundation. He is a past president of the C.T. Bauer College of Business Alumni Association. He also is a member of Champions Golf Club, where he serves on the committee for the Champions Cup.

A native of San Antonio, Trey earned his BBA with honors in Marketing and his MBA in Finance, both from the C.T. Bauer College of Business at the University of Houston. As an undergraduate, he was a student in the Honors Program (now Honors College) at the University of Houston, and a member of the nationally-ranked Houston Cougars golf team. He also completed the “Foundations of Investment Management” curriculum at the Stanford University Graduate School of Business.

Trey and his wife, Kimberly, reside in Houston. 

Breck Bell is Managing Director and Wealth Strategist for Trinity Legacy Partners, LLC. Breck is focused on providing comprehensive wealth planning for families and successful entrepreneurs.  

Breck has more than 25 years of experience in the wealth management industry. Prior to joining Trinity Legacy Partners, he served as President of BBVA Wealth Solutions, a financial-planning subsidiary of BBVA Compass, and as Wealth Advisor at Wells Fargo Private Bank. Breck began his career with Bank of America where he served as a Private Client Advisor and later as Market Executive for U.S. Trust, Bank of America Private Wealth Management.

Breck has completed the estate planning, investment, insurance, income taxation, and financial planning process sections of the Chartered Financial Consulting program through The American College. Additionally, he earned his MBA and BBA in Finance from Baylor University’s Hankamer School of Business.

Breck is a member of the Houston Estate and Financial Forum, the Financial Planning Association, and the American Association of Individual Investors.

Active in the greater Houston community, Breck previously served as Board Vice Chairman for the Houston Center for Literacy and Board President for Main Street Theater. He currently serves as Deacon for Calvary Houston.

Breck and his wife Lauri have lived in Houston for over 40 years.