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Crafting Legacies That Stand the Test of Time

Guided by Your Goals, Driven by Experience
meet your team

We strive to provide hope for the future and peace of mind in the present.

Based in the Houston area, Trinity Legacy Partners is a fiduciary focused on the best interest of our clients by offering a simple and transparent fee structure devoid of “sales commissions.” We believe this “fee-only” approach aligns your interests and those of Trinity Legacy Partners. Our team strives to be a trusted partner for clients by utilizing a team-based approach in providing investment management and financial planning.

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Our standard is the achievement of your financial goals.

We believe in adapting to market conditions rather than rigidly adhering to one approach. This means we dynamically adjust your portfolio, moving between stocks, cash, and fixed income assets based on market opportunities and risks. Our strategy allows us to be proactive, not just reactive, ensuring your portfolio grows while protecting capital on the downside. By using cash to safeguard your investments during volatile periods and overweighting stocks when appropriate, we act as vigilant stewards of your assets. Our goal is to manage and potentially increase your portfolio prudently, providing you with peace of mind and a solid foundation.

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Our Team

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Trey Wilkinson, CIMA®

President and CEO
Chief Investment Officer

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Breck Bell, CFP®

Managing Director

Wealth Strategist

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Tony Garcia

Director of Portfolio Management

 

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John Hunter

Director of Wealth Management

 

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Silvia Zwick

Office Manager


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Lydia Liou

Relationship Manager

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Ali Mills, CFP®

Director of Financial Planning

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Campbell Gibson

Investment Analyst 


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Need Personalized Financial Advice?

Have questions or need guidance on your financial journey? Reach out to us today and let’s start building your financial future together.

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