Helping build your future and maintain your wealth.

We are an Oconomowoc, WI based independent financial investment company committed to helping you make the best decisions for your future.

Start Investing
  • Investment Strategies

    Investment Strategies

    We sit down and listen to what your financial goals and objectives are and provide investment strategies that match the level of risk each client is comfortable with. We consider this an ongoing process and will adjust risk levels for each client as the current economic and investment climate changes.
  • Portfolio Management

    Portfolio Management

    On a daily, weekly, and monthly basis we analyze, monitor, and adjust each portfolio for each client. Our overall objective is to build the best globally diversified portfolio primarily using Exchange Traded Funds (ETFs), in addition to using individual stocks and bonds.
  • Retirement Planning

    Retirement Planning

    We can provide a comprehensive retirement strategy to complement your portfolio management. Unlike some firms, we provide retirement planning at no additional cost to our clients.

Trinity Wealth Management is an independent investment advisor with a unique perspective on investing that enables us to spot opportunities and capitalize on them. Our independence gives us the flexibility to adapt our strategies quickly to changing market conditions.

Our mission is to provide personalized financial advice while delivering great client service for a reasonable fee. We aim to provide a better overall experience for each client.

Casey E. O'Leary,

Managing Partner & Investment Advisor

Qualifications

  • Over 12 years of finance experience
  • Bachelor Degree-University of Wisconsin Oshkosh, Bachelor of Business Administration (BBA) in Business Economics and Finance

Family and Interests

Casey and his wife Stacey reside in Oconomowoc with their two boys, Collin and Carson. Stacey is an Elementary School Teacher in Oconomowoc. Casey’s favorite activity is spending time with his wife Stacey and their two boys, doing outdoor activities.

Occasionally, you can find Casey playing a round of golf or two. For sure you will find him cheering on his beloved Green Bay Packers on any given Packer Sunday.

Call us at (262) 510-0136 or send us a message below to let us know how we can help you make the best financial decisions for your future.

Trinity Wealth Management LLC
PO Box 433
405 East Forest Street ​
Oconomowoc, WI 53066
Get directions


Telephone: (262) 510-0136
Fax: (262) 510-0144
E-mail: casey.e.oleary@trinitywmllc.com