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"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."

— Robert Kiyosaki

Wealth Management

Objective Advice Personalized Strategies

2021 Five Star Wealth Managers, Tait Lane, Randall Kim, Scott Livingston

Triad Financial Strategies cares about you and the potential life you can live. As an independent financial advisory firm, we do not offer any proprietary products, and as a result, you receive objective investment strategies that are a fit for you and your financial life.

By leveraging a disciplined investment process, you receive transparency of information, seamless proactive service and the trust and accountability you need to work toward meeting your financial objectives. In addition, we are a registered investment advisory firm that enables us to offer our services for a fee, further removing any potential conflicts of interest.

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We pride ourselves on working with cutting edge research and technology to manage your portfolio on an ongoing basis. We use a rigorous and data-driven process to select our investment strategies and outside managers for our clients. In addition, we overlay a meticulous discipline for when to buy and sell different investment strategies or investment firms.

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What Makes us Different is Our Investment Process 

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We bring Wall Street to Main Street. We are not a franchise. We customize your financial picture with a relationship that is responsive and personal. We are your financial planner and have no loyalties to a larger company or proprietary products.

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Fee Based

We have a simplified and transparent compensation structure. In a fee based relationship there is no cost to you for trading in your account. Our pricing is easy to understand.

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We have a fiduciary obligation to put our clients interest first with good faith and trust. This involves avoiding conflicts of interest and disclosing any potential conflicts of interest to our clients.

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We monitor the markets for pricing anomalies and concentrate on robust market sectors when constructing client portfolios.

You may be someone who is just beginning your financial journey and is looking to build a relationship with an advisor. If you feel uneasy about developing a thorough, comprehensive financial plan, we invite you to explore Guided Wealth Portfolios (GWP), a roboadvisor designed for your initial interests. 

Discover How a Guided Wealth Portfolio Can Benefit You

Learn More About GWP

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Contact Us to Get Started

Schedule a Meeting

Schedule A Meeting