Our Mission: We seek to protect and grow our clients' legacy for generations to come. Our goal is to manage and potentially increase our clients' investment portfolios as prudently as possible while protecting capital on the downside. We will provide quality, objective investment advice to our clients that is free from conflicts of interest. Our Value Proposition: We will always act as a fiduciary for our clients and embrace that standard. While every investment decision may not make money, our clients know that we will always act in their best interests. Our clients' investment goals will be the foundation of all portfolio decisions. Our ethics will be beyond reproach. Disclosure: We are a fee-only investment management and financial planning firm. The firm does not sell securities on a commission basis. The firm is not affiliated with entities that sell financial products or securities. Trinity Legacy Partners, LLC does not act as a custodian of client assets. All client assets managed by Trinity Legacy Partners, LLC are held at Charles Schwab, the firm's custodian. No minimum account size required. Additional disclosure information and firm brochure can be found at https://trinitylegacy.com. 24 Greenway Plaza, Suite 546 | Houston, TX 77046 | Phone 713-999-8053 | info@trinitylegacy.com
View Top Employees from Trinity Legacy Partners, LLCWebsite | https://trinitylegacy.com/ |
Revenue | $1 million |
Employees | 8 (6 on RocketReach) |
Founded | 2011 |
Address | 4888 Loop Central Dr Suite 250, Houston, Texas 77030, US |
Phone | (713) 999-8053 |
Technologies |
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Industry | Investment Management, Investment Banking, Finance |
SIC | SIC Code 62 Companies, SIC Code 621 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular Trinity Legacy Partners, LLC employee's phone or email?
The Trinity Legacy Partners, LLC annual revenue was $1 million in 2024.
Trey Wilkinson is the President and Chief Executive Officer of Trinity Legacy Partners, LLC.
6 people are employed at Trinity Legacy Partners, LLC.
Trinity Legacy Partners, LLC is based in Houston, Texas.
The NAICS codes for Trinity Legacy Partners, LLC are [5239, 52, 523].
The SIC codes for Trinity Legacy Partners, LLC are [62, 621].