Trinitas Wealth Management
Finance · Virginia, United States · 1-10 Employees
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Overview
Headquarters
125 Walling Rd, Bristol, Virginia, 24201...Phone Number
(276) 285-3333Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Trinitas Wealth Management
Trinitas Wealth Management, located in Bristol, VA, specializes in providing customized financial strategies and objective advice to a diverse clientele, including corporations, families, healthcare professionals, and retirees. Their services encompass corporate retirement plan consulting, estate planning, investment strategies, and risk management. The firm is dedicated to understanding the unique financial objectives of their clients and helping them achieve their goals through a consultative approach. Established in 1962, Trinitas is affiliated with Raymond James, one of the largest independent financial services companies in the country.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Trinitas Wealth Managemen...
<$5M
1-10
Private
-
1962
RK
Richard KegleyVice President, Trinitas Wealth Management
Company Profile Activity
Activity Insights
Trinitas Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Trinitas Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Trinitas Wealth Management.
Trinitas Wealth Management Tech Stack
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Trinitas Wealth Management, located in Bristol, VA, specializes in providing customized financial strategies and objective advice to a diverse clientele, including corporations, families, healthcare professionals, and retirees. Their services encompass corporate retirement plan consulting, estate planning, investment strategies, and risk management... Read More
