Our team of advice providers and three support staff brings a long tenured group of seasoned professionals together, who enjoy helping clients build, manage, and preserve their wealth. Our experience covers various economic and market cycles, enabling us to create and manage durable plans that can adapt to changes and help clients achieve their retirement goals, fund their children’s and grandchildren’s education, explore the world, contribute to community organizations, and pass on their legacy to future generations.
With the aid of our advanced technology and open architecture investment platforms, Trident Wealth Management Group has access to the resources needed to grow and preserve wealth. We draw on &Partners excellence to offer comprehensive advice and tailor-made solutions that support our clients and their families throughout every stage of their financial journeys.
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Linda Brightman
Client Service Associate