Our services include the following areas:

  • Estate, Gift, and Generational Planning
  • Income Tax Planning and Preparation (3rd Party Affiliation)
  • Asset Allocation and Risk Tolerance
  • Investment Performance Reporting
  • Specific Investment Recommendations
  • Property and Casualty Insurance Review
  • Life Insurance and Annuity Analysis
  • Banking Services
  • Business Succession Planning

Our service commence with a personal meeting encompassing an in-depth discussion of a client’s background, objectives and expectations. We meet clients at their office or residence. The service is delivered thru a series of meetings, usually quarterly. These sessions are designed to allow clients to make decisions for which we maintain the follow up implementation.

TriMarC Wealth Management acts in a fiduciary capacity for clients. The fiduciary standard role ensures the firm acts in the clients best interests first and foremost.