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Wealth Insights

What to Do Upon Death of a Family Member

February 28, 2020

In addition to coping with the grief of losing a loved one, family members are often responsible for the various financial and administrative tasks that must be done on behalf of the deceased. Death of a loved one can be overwhelming and may result … [Read more...] about What to Do Upon Death of a Family Member

Filed Under: Financial Planning, Wealth Insights

The SECURE Act of 2019 and its Impact on Retirement Accounts

January 24, 2020

President Trump recently passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 which is the first major retirement regulation in over a decade.  Intended to strengthen retirement security for Americans, the bill … [Read more...] about The SECURE Act of 2019 and its Impact on Retirement Accounts

Filed Under: Financial Planning, Wealth Insights

Social Security

August 27, 2019

According to the National Social Security Association LLC, more than 90% of Social Security recipients receive less money than they are entitled to.  Failure to maximize Social Security Benefits can represent tens of thousands, or even hundreds of … [Read more...] about Social Security

Filed Under: Financial Planning, Wealth Insights

Partial Roth Conversions

August 27, 2019

While there are several factors to consider, including income tax considerations, converting a traditional IRA or employer-sponsored retirement account to a Roth can be an effective strategy for many individuals. While there are income limitations … [Read more...] about Partial Roth Conversions

Filed Under: Financial Planning, Wealth Insights

Roth 401(k) Plans

May 3, 2019

Since employers are increasingly including a Roth 401(k) option as part of their defined contribution plan, employees should consider potential benefits of using the Roth 401(k) option instead of contributing to a traditional 401(k). Much like a … [Read more...] about Roth 401(k) Plans

Filed Under: Financial Planning, Wealth Insights

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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

Financial Planning Resolutions for 2021

With the start of a new year, many of us will … Read More about Financial Planning Resolutions for 2021

The Type of Financial Planning Can Make a Big Difference

When seeking assistance in creating a financial or … Read More about The Type of Financial Planning Can Make a Big Difference

How to Start Investing

Investing can seem daunting and overwhelming. … Read More about How to Start Investing

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.

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