Our Services Our Advantage About Us Contact Us
Helping you 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.
Photo by Roberto Júnior
Our Services
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.
Retirement Planning
We can provide a comprehensive retirement strategy to complement your portfolio management.
Portfolio Management
On a daily, weekly, and monthly basis, we analyze and monitor 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.
401k Plans
We specialize in designing, implementing and maintaining small business retirement plans. We have over 16 years of experience in helping small businesses navigate the ever-changing landscape of retirement planning for their businesses.
Our Advantage
We are an independent company
There 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 charge competitive management fees
Because we are a locally based independent firm, we are able to provide our investment advice charging reasonable fees.
About Us
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.
Qualifications
Over 16 years of financial markets 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. Stacey is an Elementary School Teacher in Oconomowoc. Casey’s favorite activity is spending time with his wife Stacey and their two boys. He enjoys coaching his boys in baseball and football.
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.
Contact us
casey@trinitywmllc.com
(262) 510-0136
784 Summit Avenue
Oconomowoc, WI 53066