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
Here's what we do at Trinity Wealth Management
Investment StrategiesWe 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 ManagementOn 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 PlanningWe 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.
We are an independent companyThere are thousands of financial firms to choose to do business with. Most of these institutions are very large and complex. Many of these firms have conflicts of interest while trying to provide personal investment advice.
We work with you personally.We take those conflicts of interest out of the mix by providing unbiased independent investment advice by pulling research from all of the top financial firms
We have unique skill sets
- We are a boutique firm working with select clients to deliver a highly personal level of client service.
- We are highly committed to minimizing portfolio management costs.
- We are able to manage your 401k, IRAs and non-retirement investments regardless of custodian.
- We deliver a monthly report that details all of your investment accounts.
We charge competitive management feesBecause we are a locally based independent firm, we are able to provide our investment advice charging management fees below what most large firms will charge while providing great client service.
We give you the personal attention that large investment firms can't.
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
- 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.
Let's build your future together.
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.