Since our inception, Trippon Wealth Management Group has acted as a trusted financial advisor on all aspects of our client’s financial lives. Our firm is committed to developing long-term client relationships built upon a foundation of integrity, service, and trust. The professionals of Trippon Wealth Management Group have dedicated themselves to focusing on our clients’ investment goals so they can create a quality of life that reflects their true core values.
Trippon Wealth Management works with individual clients, family offices, corporations, and charities. For individuals, this generally requires a minimum investment asset base of $1 million, or current income in excess of $200,000 annually.
If you have a need that falls outside of our expertise, we have hand-selected a network of financial professionals which allows us to offer you a full range of services, including:
- Investment Management
- Retirement Planning
- Tax Planning
- Insurance Planning
- Family Office Advisory
- Estate Planning
For services you require that cannot be fulfilled by Trippon Wealth Management Group, such as insurance services, legal advice, or tax concerns, our hand-selected network of professionals are available to provide high-quality service within each of these wealth management arenas.
You may engage Trippon Wealth Management for hourly consultations, financial planning analysis, and/or portfolio management. Our fee for portfolio management is calculated as a percentage of the assets we manage, and our minimum fee for this service is $10,000 per year.
Give us a call at 713-661-1040 and let’s start a conversation on how we can put our experience to work for you, TODAY!“