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Terry Majeski

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Prism: 2026 Q2 Brief
The QBI deduction isn’t a tax strategy — it’s an advisory strategy
Dogs: A Retiree’s Best Friend

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Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA/SIPC.

&Partners has selected Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) as our primary custodian. Fidelity Investments is one of the longest-standing private financial services companies in the United States. Fidelity utilizes NFS for the purposes of providing custody and safeguarding client assets.

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Trident Wealth Management Group

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Terry Majeski

Strength. Skill. Value.

About Us

Disclosures

Latest Resources

Prism: 2026 Q2 Brief

The QBI deduction isn’t a tax strategy — it’s an advisory strategy

Dogs: A Retiree’s Best Friend

Connect