Trinity Financial Partners Hits Growth Milestone with SEI
Commitment to Goals-Based Wealth Management and Tax-Optimization Bolsters Growth
Founded in 1972 and based in
Led by President and Financial Advisor
Commenting on Trinity's continued growth, Jameson said:
"Celebrating our firm's growth is exciting and something we are proud of, but growth only happens by engaging with one client at a time, offering them our sole focus and expertise, and leaning into what they value and want to achieve. We focus on a deep planning process and scaling our firm to better serve current and future clients. The seamless integration of SEI's technology and custody solutions, as well as the optionality and capabilities of SEI's UMA-based investment structure, make an impact on our collective solutions and success.
"With their stability and commitment to investing in industry-leading capabilities and business resources, SEI is a key strategic partner in our ongoing growth journey. I am also privileged to have formed relationships with many impactful individuals in the SEI network that collectively support and challenge one another as we strive for excellence on behalf of our clients."
Highlighting the benefits of the strategic partnership,
"This business milestone is only one of
"We continuously look for opportunities to enhance our suite of capabilities to help advisors grow. The Trinity team has embraced the totality of what we offer and pushed us for even more innovative capabilities, which have not only benefitted Trinity and the clients they serve, but our entire advisor community."
About SEI®
SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to help drive growth, make confident decisions, and protect futures. As of
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View original content:https://www.prnewswire.com/news-releases/trinity-financial-partners-hits-growth-milestone-with-sei-302255728.html
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