• Skip to main content
  • Skip to primary sidebar

Trinity Legacy Partners, LLC

  • Home
  • About Us
  • Services
    • Wealth Management
    • Estate Planning
    • Retirement Planning
    • Investment Analysis
  • Our Team
  • Wealth Insights
  • Contact
  • Clients Only
Click here to learn if you can reach an important financial goal

Build Your Legacy

No matter where you are in life – or where the people who matter the most to you are in their lives – Trinity Legacy Partners offers a broad range of financial planning services that can address your current and future needs and goals. Whether it is today or tomorrow, for you or your loved ones, whatever is important to you is important to us.

As your trusted advisor for generations, Trinity Legacy Partners understands that whatever is important to you is important to your financial plan – your family, home, children’s education, job, and more. Understanding your finances is one part of the financial planning process and understanding you is the most crucial. We take into consideration all of the aspects of your life to help you effectively plan to meet current needs while staying focused on your future objectives.

With your goals in hand, we can analyze and evaluate your current financial resources and situation to develop a plan to help you reach your goals. We can assist with, among others, the following areas:

Investments
Retirement income planning
Retirement planning
Employee benefits
Estate planning
Insurance
Special needs, such as caring for a parent or a child’s educational needs.

Primary Sidebar

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.

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