Trinity Wealth Management

  • Financial Services
  • Lubbock TX
  • 1 employee
  • Financial Services
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Company Overview

Headquarters
6710 72nd, 6710 72nd, Lubbock, TX-Texas, 79424, United S, Lubbock TX
Website
trinitywm.com
Phone
(806) 584-8418
Employees
1
Founded in
2014
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 62 Companies
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Financials & Stats

Revenue

$0B

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Who is Trinity Wealth Management

Trinity Wealth Management is a fee-only Registered Investment Advisor based in Lubbock, Texas. The company is a sole proprietorship with one employee. Trinity Wealth Management provides financial planning services to young and mid-career individuals and families across the United States. The company's owner and financial planner, Brent Dickerson CFP® EA, focuses on helping clients plan for their financial future. Clients can learn more about Trinity Wealth Management's services by visiting trinitywm.com.

Company Leadership

David Wise

Managing Partner

Phone Email

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FAQ

What is the location of Trinity Wealth Management's headquarters?
The headquarters of Trinity Wealth Management are situated at 6710 72nd, 6710 72nd, Lubbock, TX-Texas, 79424, United S, Lubbock TX
What is Trinity Wealth Management's phone number?
Trinity Wealth Management's contact number is (806) 584-8418.
What is Trinity Wealth Management's official website?
The official website of Trinity Wealth Management can be found at trinitywm.com.
What is Trinity Wealth Management's current revenue?
As of April 2018, Trinity Wealth Management's annual revenue reached $0B.
How many employees does Trinity Wealth Management currently have?
Trinity Wealth Management employs 1 person as of April 2018
Which industries is Trinity Wealth Management primarily operating in?
Trinity Wealth Management operates in the following industries: Finance, Credit
Who is the Managing Partner of Trinity Wealth Management?
Trinity Wealth Management's Managing Partner is David Wise
When was Trinity Wealth Management founded?
Trinity Wealth Management was founded in 2014.

Employee Directory

Key Employees

Dan Boone

Managing Partner

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Valerie Macartney

Principal / Life & Retirement Specialist

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Gina McCormick

Senior Client Services Manager

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