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Wealth Insights

Using an IRA for Charitable Giving

November 27, 2018

Giving Tuesday was created in 2012 by the 92nd Street Y and United Nations Foundation as a "Global Day of Giving".  By designating the Tuesday after Thanksgiving as Giving Tuesday, organizers desired to establish a day focused on celebrating the … [Read more...] about Using an IRA for Charitable Giving

Filed Under: Wealth Insights

Retirement Distribution Strategies

November 12, 2018

A traditional approach of managing investments during retirement is to liquidate taxable investment accounts first before taking withdrawals from retirement accounts like IRAs and 401(k) plans. This retirement strategy allows retirees to spend the … [Read more...] about Retirement Distribution Strategies

Filed Under: Wealth Insights

Fee-Based or Fee-Only: What’s the Difference?

June 29, 2018

The way an advisor gets paid can create a potential conflict of interest, whereby they place their financial interests above your own. Financial advisors are compensated for their advice in one of three ways: commission- based, fee- based, and fee- … [Read more...] about Fee-Based or Fee-Only: What’s the Difference?

Filed Under: Wealth Insights

The Fiduciary Standard

November 14, 2017

The United States Department of Labor’s (DOL) recommendation to require financial advisors to adhere to a fiduciary standard received a lot of attention and reaction by financial institutions. While the financial services industry understood the … [Read more...] about The Fiduciary Standard

Filed Under: 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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