Trinity Wealth Management LLC
Trinity Wealth Management LLC (CRD# 171854) is a financial advisory firm headquartered in Oconomowoc, WI. They manage $8,000,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$160,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Casey O'leary (CRD# 4680454) is an Investment Advisor Representative working at Trinity Wealth Management LLC in Oconomowoc, WI and has over 13 years of experience in the finance industry.