“We have been long-term customers/investors with Matt Trivett.  With his knowledge and experience, we have been able to grow our portfolio according to the principles, values and plans we set out for our retirement dreams and expectations.  When unexpected life events occurred, Matt kept us grounded with calm assurance that our plan is still in place and proper adjustments would be made without compromising our current portfolio.  He has seen our highs and lows and is our wise, trusted advisor to navigate through all phases of our concerns.  We strongly recommend you use Trivett Wealth Management!”

​

This statement is a testimonial by a client of the financial professional as of 12/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.