Services Offered

trivett wealth management

For those looking for a detailed written financial plan, we offer objective fee only consulting services.

We believe in a disciplined, goal-oriented approach to managing your wealth. This includes focusing on long term goals and not day-to-day market swings.

FEE ONLY

CONSULTING

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INVESTMENT MANAGEMENT

Securities offered through Securities America, Inc., member FINRA/ SIPC. Advisory services offered through Securities America Advisors, Inc. Trivett Wealth Management and Securities America are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of: AL, AZ, FL, GA, IA, IL, KS, KY, MD, MO, NC, NJ, SC, TN, TX, VA, WI, and WV. Securities offered through Securities Service Network, Inc., Member FINRA/SIPC. Fee-based advisory services are offered through SSNAI, a registered investment advisor. These services are available only to residents of TN and TX.

​FEE ONLY

CONSULTING

​​INVESTMENT MANAGEMENT

FEE ONLY

INVESTMENT MANAGEMENT