FAQs

At Triumph Wealth Management we work to simplify your financial life. The world of finances can seem incredibly complex to even the most intelligent and business savvy individuals, but we pride ourselves on making things easy to understand for our clients in order to be informed to make the best decisions to reach their goals. Here are some answers to the top questions we receive. If you have additional questions about your specific situation and goals, we encourage you to set up an initial meeting by clicking here.

Are your investment strategies and financial plans custom for each client?

What is your fee structure?

What is the process like as a client? What do we get?

How often should we meet with you or adjust our financial plan?

What kind of results can we expect?

What kind of outside resources do you use?

How does your fee structure influence your process or decision making?

How is Triumph Wealth Management different than other financial firms?