Trinity Wealth Management Group

Specialties

We are a client focused independent financial services firm with a focus on tax diversification strategies, individual financial planning and retirement plan management.

We offer complimentary portfolio reviews and unbiased advice for those who seek to provide protection for their loved ones while saving for their own retirement goals.

Our goal is to provide clients with a personal, one on one relationship with a financial professional while offering access to all of the products and services they need to meet their goals. We work with a team approach and review every case to make sure all of our clients needs are addressed.

We have no proprietary products and no ‘cookie cutter’ solutions. Being independent allows us to be agnostic in our recommendations and carry a fiduciary responsibility to our clients. We offer what is best for our clients, not our firm.

Registered Representatives. Securities offered through Cambridge Investment Research, Inc., a Broker/​Dealer, Member FINRA/​SIPC. Investment Advisor Representatives. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Trinity Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the state (s) of CO, FL, IL, IN, TX, NY, and CA. No offers may be made or accepted from any resident outside the specific states referenced.

History

Established in 2015.

After spending many years working for the larger firms, I saw the business focus start to change to what is best for the firm’s bottom line rather than what was most suitable for the client. In my opinion, that is no way to do business so we went independent and built a firm focusing on the clients needs not the needs of the company.

Meet the Business Owner

Adam P.

Business Owner

Adam Parks founded Trinity Wealth Management Group in 2015 after deciding that going independent was the best choice for what his clients deserved. Using Cambridge Investment Research as the broker dealer, he is able to offer honest, unbiased advice for the benefit of the client, not the company. As a fiduciary, Adam has a responsibility to act with his clients best interest before his own. He holds his Series 7 and Series 66 securities registrations as well as Life and Health Ins.

An Economics Major at Western Illinois University and graduate of Judson University, Adam also served in the U.S. Army National Guard for six years from 1992 to 1998.

A familiar position on the board of directors, Adam has held a post in the Executive Board of Directors for the IAMB, Naperville Chamber of Commerce, I Support Community and was the lead Ambassador for Blessings in a Backpack. A Paul Harris Rotary member, voted «Rookie Rotarian of the year 2013», helped to raise $ 80,000 for «Soups o