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Trinity Legacy Partners, LLC

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Wealth Management

Trinity Legacy Partners can help you develop and implement a strategy to manage wealth, plan for the future, and find peace-of-mind in the present. We provide comprehensive financial planning which reflects your values and considers your unique goals and financial situation.

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, career, and more. Understanding your finances is one part of the financial planning process and understanding you is the most critical. We take into consideration all aspects of your life to help you effectively plan to meet current needs while staying focused on your future objectives.

Our planning process has many steps, but its foundation is simple:

  • A strong relationship between us, built on mutual understanding and agreement
  • A comprehensive approach that uses in-depth analysis of each area of your life to tailor a plan to your needs
  • An implementation strategy to ensure that your needs and wishes are carried out with the sufficient and appropriate actions and investment strategy
  • Ongoing monitoring and review to ensure your plan continues to meet those needs and to make any necessary adjustments

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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