Business Details
Your Partner for Holistic Financial Planning & Wealth Management
At Trinity Wealth Management, we are dedicated to empowering individuals and businesses to achieve financial freedom through personalized, holistic planning. Our family-owned firm combines decades of industry experience with a fiduciary commitment to prioritize client needs above all else. We specialize in crafting tailored financial strategies that integrate investments, retirement planning, tax optimization, and estate management, ensuring every decision aligns with our clients' unique goals and values. Our team of certified professionals brings specialized expertise in both personal and business financial solutions, including 401(k) and defined benefit plans.Guided by core values of integrity, education, and service, we foster long-term relationships built on trust and transparency. By staying at the forefront of industry trends and maintaining rigorous continuing education, we provide actionable insights that help clients navigate complex financial landscapes with confidence. Our collaborative approach ensures that every plan evolves alongside life's changing circumstances, offering peace of mind and a clear path toward lasting prosperity.
Services
Retirement Planning
Investment Management
Estate Planning
Tax Planning
401(k) Plans
Defined Benefit Plans
Second Opinion Service
Financial Education Classes
Business Retirement Solutions
Holistic Financial Planning
Highlights and features
- We operate as fiduciaries, legally obligated to act in your best financial interests.
- Our team holds advanced certifications including CFP, ChFC, and CRPC designations.
- We offer customized financial strategies tailored to individual and business needs.
- Our holistic planning approach integrates all aspects of financial well-being.
- Family-owned firm combining personal service with institutional-level expertise.
Associations and certifications
- FINRA Series 7
- FINRA Series 66
- FINRA Series 65
What people say
Comprehensive financial plan
Collaborative approach
Expert guidance
Tailored solutions
Financial peace
Services
Retirement Planning
Our retirement planning service creates personalized roadmaps for achieving financial independence. We analyze current assets, project future needs, and develop tax-efficient withdrawal strategies. With expertise in 401(k) plans, IRAs, and pension optimization, we help clients build sustainable income streams while minimizing tax liabilities through coordinated estate and investment planning.
Investment Management
We provide customized investment management solutions aligned with individual risk tolerance and financial goals. Our approach combines modern portfolio theory with active risk management, offering diversified portfolios across asset classes. Regular performance reviews and rebalancing ensure optimal growth potential while maintaining alignment with evolving client objectives and market conditions.
Business Retirement Solutions
This service specializes in designing employer-sponsored retirement plans that attract talent and support business owners' financial goals. We offer 401(k) plan administration, defined benefit solutions, and compliance guidance. Our approach balances employee benefits with tax advantages for business owners, ensuring plans meet regulatory requirements while supporting long-term organizational growth.
Estate Planning
Our estate planning service protects clients' legacies through coordinated legal and financial strategies. We implement trusts, wills, and gifting techniques to minimize estate taxes while ensuring asset distribution aligns with client wishes. The service integrates with broader financial plans to maintain liquidity and support beneficiaries' financial needs across generations.
Financial Education Classes
These educational programs empower clients with financial literacy through structured learning sessions. Topics cover retirement strategies, investment fundamentals, and tax optimization techniques. Delivered through interactive workshops and digital resources, our classes equip individuals and businesses with actionable knowledge to make informed financial decisions aligned with their personalized plans.
People
J. Charles Mann
President & Sr. Wealth Advisor
Certified Financial Planner with 30+ years experience guiding clients toward financial freedom. Develops strategic vision for Trinity Wealth Management while providing personalized advisory services. Holds FINRA Series 7, 66, and 65 licenses.
Marjorie Wentz
Sr. Wealth Advisor
Accredited Investment Fiduciary with extensive business ownership experience. Specializes in corporate retirement plans and tax-deferred savings strategies. Active community leader with nonprofit board experience and Rotarian membership since 2005.
Kelly N. Catania
Wealth Advisor
CERTIFIED FINANCIAL PLANNER professional with expertise in client education and financial peace strategies. Temple University graduate who progressed from intern to advisor. Recognized through NASDAQ closing bell invitations and TD Ameritrade speaking engagements.
Justin Wentz
Wealth Advisor
Holds CFP, ChFC, and CRPC designations with specialized knowledge in retirement and wealth management. Former Lincoln Financial Group professional who transitioned to wealth management in 2022. Focuses on personalized financial strategies for individual clients.
Ellie Blakey
Marketing Manager
West Chester University graduate who established Trinity's first dedicated marketing role. Develops strategic communications aligned with company values while managing client relationship initiatives. Previously served as operations intern before advancing to marketing leadership.
Questions
What financial planning services do you offer for individuals?
We provide comprehensive personal financial planning including retirement strategies, investment management, tax optimization, and estate planning tailored to individual goals and life circumstances.
Do you work with business owners on retirement plans?
Yes, we specialize in designing 401(k) plans and defined benefit solutions for business owners, balancing employee benefits with tax advantages for company growth.
What makes your firm different from other financial advisors?
As fiduciaries, we legally prioritize client interests. Our team holds advanced certifications and combines family-owned personal service with institutional expertise.
How do you approach investment management?
We create customized portfolios using modern portfolio theory and active risk management, with regular reviews to ensure alignment with evolving goals and market conditions.
Are your financial advisors certified professionals?
Our team includes Certified Financial Planners, Chartered Financial Consultants, and Accredited Investment Fiduciaries with ongoing continuing education requirements.
How can I schedule a consultation?
Contact us through our website contact form or call 610-296-2020 to arrange a no-cost consultation with one of our experienced financial advisors.
