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Trinity Legacy Partners, LLC

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Dynamic Wealth Management™

Wealth management made simple.

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Welcome to Trinity Legacy Partners

Our Mission

We seek to protect and grow our clients' legacy for generations to come. Our goal is to manage and potentially increase our clients' investment portfolios as prudently as possible while protecting capital on the downside. We will provide quality, objective investment advice to our clients that is free from conflicts of interest.

Value Proposition

We will always act as a fiduciary for our clients and embrace that standard. While every investment decision may not make money, our clients know that we will always act in their best interests. Our clients' investment goals will be the foundation of all portfolio decisions. Our ethics will be beyond reproach.

Dynamic Wealth Management™

We combine the best of active and passive investment management strategies to plan, build and manage your portfolio. This allows us to be the best steward of your assets.

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Build Your Legacy

No matter where you are in life, Trinity Legacy Partners offers a broad range of financial planning to address your current needs and future goals.

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Wealth Insights

We actively follow the markets and wealth management trends so that you don't have to, and we share our latest thoughts on what is currently impacting our thinking.

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Investment Philosophy

Dynamic Wealth Management™ is Wealth Management made simple. Standard deviation. Correlation ratios. Alphas and Betas. Volatility. What does it all mean? At the end of the day, NOTHING. At the end of the day, only one thing matters. Is your investment portfolio growing or shrinking?Trinity Legacy Partners uses a strategy it calls Dynamic Wealth Management™ to build and manage your portfolio.

You may have heard of both Active Management and Passive Management strategies. We take the best of both of these investment strategies, put our own twist on it, and this becomes our beacon for our dynamically-managed portfolio strategy.

We think there are times to be in the stock market, and times not to be in the stock market.We are not afraid to use cash to potentially protect your portfolios. We use fixed income assets to potentially generate yield during times when the stock market may be too risky for our tastes. We also are not afraid to overweight stocks when we think the time is right. These are all tools we may use to dynamically manage your portfolios.

Rather than simply buying and holding assets regardless of market conditions, we think our process allows us to be a better steward of your assets.

How Your Investments are Secure With Us

Build Your Legacy

Wealth Management

Our strategy is designed to give you peace of mind with your hard-earned wealth.

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Estate Planning

We can assist with the protection and transfer of your wealth.

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Preparing for Retirement

Everyone strives to achieve Financial Freedom. Here is how you can get there.

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Investment Analysis

Using technology to measure portfolio risk and potentially take the guesswork out of your financial future.

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Meet the Team

Trey Wilkinson
President and CEO
Chief Investment Officer

Breck Bell
Managing Director
Wealth Strategist

Tony Garcia
Director of Portfolio Management

John Hunter
Director of Wealth Management

Silvia Zwick
Office Manager

Lydia-Liou Relationship Manager

Lydia Liou
Relationship Manager

Ali Mills
Wealth Manager

Trinity Legacy Partners, LLC is a registered investment adviser located in Houston, Texas. Trinity Legacy Partners and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisors by those states within which the firm maintains clients.

All information herein has been prepared solely for information purpose, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Copyright © 2023 Trinity Legacy Partners, LLC | 24 Greenway Plaza | Suite 546 | Houston, TX 77046 | Phone 713-999-8053 | info@trinitylegacy.com | Disclosure Information and Firm Brochure