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Trinity Legacy Partners, LLC

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Dynamic Wealth Management™

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

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Meet Our 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

Recent Wealth Insights

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How to Start Investing

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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