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Trinity Wealth Management LLC
SEC-regulated
Registered investment advisor
Trinity Wealth Management, LLC, led by Robert (Bob) Wassel, Jr., has been in operation since 2009. Bob serves as the Chief Investment Officer, Chief Compliance Officer, and Owner of the firm. With a BBA from the University of Georgia and an MBA from Vanderbilt University, he brings over five years of business experience to the table. Trinity Wealth Management operates without any disclosed disciplinary information, additional business activities, or compensation. As the Chief Compliance Officer, Bob's supervision primarily involves State Examinations, client statement reviews, and oversight of other team members. Clients can find more information about Bob Wassel on the SEC's website. The firm's investment strategies and methods of analysis are detailed in the Trinity Wealth Management, LLC Brochure.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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