AS
Partner
AM
Managing Partner
JR
Implementation Specialist
KK
Receptionist
Get the full picture
Sign in to uncover key details.
Trilogy Wealth Management
Finance · Texas, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
2041 Avenue F Ste A, Bay City, Texas, 77...Phone Number
(979) 245-0649Website
www.trilogywm.comRevenue
$5 MillionIndustry
About Trilogy Wealth Management
Trilogy Wealth Management (TWM) is a conglomeration of Farrar Financial Group, Shock Financial Group, Wright Financial Group, Mark Hudec, Jim Kalinowski, and Maria Childers. TWM was established in 1989 and has locations in Bay City, Sugarland, and The Woodlands, Texas. These six founding members have about 120 years experience combined. Through Trilogy University, TWM offers educational seminars on the state of the stock market, 401k planning, Teacher Retirement System of Texas, Social Security, Real Estate Investment Trusts, and business development companies. Future seminars could include tax planning, insurance planning, Medicare planning, and other subjects upon request. Our focus is to help you make smart money choices.Explore more
Trilogy Wealth Management Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Compare Similar Companies to Trilogy Wealth Management
Compare insights from companies similar to Trilogy Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Trilogy Wealth Management Tech Stack
A closer look at the technologies used by Trilogy Wealth Management
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Trilogy Wealth Management
Sign Up For FreeTo access detailed company insights
Trilogy Wealth Management (TWM) is a conglomeration of Farrar Financial Group, Shock Financial Group, Wright Financial Group, Mark Hudec, Jim Kalinowski, and Maria Childers. TWM was established in 1989 and has locations in Bay City, Sugarland, and The Woodlands, Texas. These six founding members have about 120 years experience combined. Through Tri... Read More
