Services
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.