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Trinity Legacy Partners, LLC

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Estate Planning

Trinity Legacy Partners offers wealth transfer planning to help you preserve, protect, and transfer wealth to your children, grandchildren, and causes which are important to you. We provide financial planning to create an enduring legacy that transfers wealth according to your wishes, in a timely manner, and with minimum tax implications.

The interview process is essential part of understanding the “soft issues” unique to each and every family. Developing an understanding of your family dynamics and ultimate planning goals, Trinity Legacy Partners is able to develop recommendations to align and enhance the groundwork which has already been laid.

Trinity Legacy Partners offers extensive review of existing planning and utilizes financial analysis to illustrate the distribution of your estate along with the impact of potential taxes to each generational level. This planning process includes detail of pre and post planning cash flow in order to help you better understand the viability of a particular planning recommendation.

To help you develop a thoughtful plan to achieve your wealth transfer goals, Trinity Legacy Partners is focused on helping you gain a full understanding of the ramifications of an advanced and thoughtful plan and create a customized strategy for your family.

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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.

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