Trinity Wealth Management, LLC

05/18/2026

When was the last time you checked the beneficiary on your 401(k) or IRA?

For most families, the accounts that hold the bulk of their wealth pass outside of their will, controlled by a single beneficiary form that may not have been touched in years.

Our latest blog walks through how these designations work, the most common mistakes we see, and a simple way to review your own.

Outdated beneficiary designations can override your will. Learn the most common mistakes, tax pitfalls, and how to keep your estate plan aligned with your wishes.

04/15/2026

We are honored to share that Trinity Wealth Management has been named to USA TODAY’s Best Financial Advisory Firms 2026 list.

This recognition is especially meaningful to us because it marks the fourth consecutive year our firm has been included. This honor recognizes the top Registered Investment Advisory firms nationwide, evaluated based on recommendations from clients, industry professionals, and advisory peers, as well as asset growth.

Thank you to our clients, team, and community for being part of this journey with us.

Read the USA TODAY article here: https://www.usatoday.com/story/money/2026/04/14/top-best-financial-adviser-firms-2026/89482619007/



Important Disclosures:
Trinity Wealth Management has been ranked by USA Today in the Best Financial Advisory Firms in 2026 out of the top 1,000 Registered Investment Advisory firms ("RIA Firms").The ranking, conducted by Statista, was based solely on the growth of the companies’ AUM over the short term and long term and the number of recommendations they received from clients and peers. Trinity Wealth Management did not pay a fee to be included in this ranking.

About USA TODAY's Best Financial Advisory Firm List: The ranking was tabulated by market research firm Statista to rank the top 1,000 RIA firms. The ranking of the best (“RIA Firms”), published in April 2026, is based on two dimensions: recommendations by peer financial advisors, clients as well as industry experts and a firm’s development of AUM. Recommendations were collected via an independent survey among over 30,000 individuals. Clients, industry experts and financial advisors working for an RIA firm could recommend another RIA firm they find commendable. Self-recommendations were prohibited and were therefore not included in the evaluation. AUM development was analyzed both in the short- and long-term using publicly available data. Short-term AUM development was calculated over a twelve-month period from January 2025 to January 2026, while long-term development spanned a five-year period from January 2021 to February 2026 with the ADV data being as of 12/31 each year. The final score was calculated by weighting recommendations at 20% and AUM development at 80%. Within the AUM growth metric, short-term and long-term growth were each weighted 30/70. The final score was calculated as follows: 20% x recommendation score + 80% x AUM development score = final score. All surveyed individuals were selected at random.

Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Trinity Wealth is engaged, or continues to be engaged, to provide investment advisory services.

04/02/2026

Annuities are often discussed as a way to generate more predictable income in retirement. In some situations, they can play a meaningful role. In others, the tradeoffs may outweigh the benefits.

In our latest blog, we take a balanced look at the pros and cons of annuities, where they may fit, and the questions worth asking before making a decision.

Explore the pros and cons of annuities, including guaranteed lifetime income, tax-deferred growth, fees, commissions, and liquidity tradeoffs. Learn when annuities make sense—and when they may not fit your financial plan.