Wealth Management


Trihey Financial Group offers a wide range of services in wealth Management for individuals, families and businesses: 


  •  Wealth management, retirement, estate, tax and will planning to get you where you want to be while minimizing taxes and costs.


The Power of a Holistic Approach

Our comprehensive approach is designed to develop a plan that helps you achieve your near and long-term goals, whether you are seeking fundamental wealth management, need to ensure the orderly succession of ownership for a family business, are providing care for an aging family member, or are looking to establish a philanthropic legacy that makes a difference in your community.

When crafting an integrated wealth management plan, we offer expertise in:

  • Financial planning
  • Business succession planning
  •  Wealth planning  
  • Tax planning
  • Retirement income planning 
  •  Intergenerational wealth transfer
  • Estate planning     
  •  Philanthropy


Our commitments to you


  • Review & Analysis

Your personal, family and business situation, present and projected, will be reviewed and analyzed by empathetic experts who have the knowledge and creativity to put in place your financial plans using the most up to date and competitive financial product solutions available.

  • Evolution

Your experts periodically review your goals and circumstances with you and help you modify your plans to adapt to your changing needs.

  • Continuity

You know that the experts you rely on are part of an organization which has a "business continuity" plan, enabling you to receive continued attention and expertise in the event that a premature death or disability cuts short your expert’s availability.