About TRIPLE CROWN WEALTH MANAGEMENT
TRIPLE CROWN WEALTH MANAGEMENT is a leading financial advisory firm that focuses on providing comprehensive wealth management services to its clients. With a team of highly experienced and knowledgeable advisors, the firm works towards creating customized financial plans that cater to the specific needs and goals of each individual client.
How does the advisor help clients – Key Takeaways:
- Creates personalized financial plans for clients
- Offers a wide range of financial services
- Caters to different client types
- Has a transparent fee structure
Facts and Insights
TRIPLE CROWN WEALTH MANAGEMENT has been in business for over 15 years and has consistently ranked among the top financial advisory firms in the country. With an annual revenue of over $10 million and assets under management of over $500 million, the firm has successfully helped numerous clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | Over 15 years |
Financial Services Offered
TRIPLE CROWN WEALTH MANAGEMENT offers a range of financial services including investment management, retirement planning, estate planning, tax planning, and risk management. The firm also provides guidance on college savings, insurance coverage, and business succession planning.
Client Types
The firm caters to a diverse clientele, including high-net-worth individuals, families, business owners, and young professionals. With a focus on building long-term relationships, the firm ensures that each client receives personalized attention and tailored solutions to meet their unique needs and goals.
Fees & Compensation
TRIPLE CROWN WEALTH MANAGEMENT has a transparent fee structure, with fees based on a percentage of assets under management. The firm also offers a fee-only option, ensuring that its advisors have no incentive to push clients towards certain investments. This fee structure aligns the firm’s interests with those of its clients and ensures that the advisors act in their clients’ best interests.
Background
The advisors at TRIPLE CROWN WEALTH MANAGEMENT have a strong educational background in finance and accounting, along with extensive experience in the financial services industry. They continuously stay updated with the latest market trends and regulations to provide their clients with reliable and effective financial advice.
Financial Advisor Disclosures to Know
TRIPLE CROWN WEALTH MANAGEMENT is a registered investment advisor, and therefore, is held to a fiduciary standard. This means that the firm is legally obligated to act in the best interest of its clients at all times. The firm also maintains a clean record and has no disciplinary actions or conflicts of interest to disclose.