Adam D Parks
President/CEO Trinity Wealth Management Group, Inc.
- Role
- Financial Advisor, Aif and President at Trinity Wealth Management Group, Inc
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Adam D Parks
Adam Parks founded Trinity Wealth Management Group as an alternative to the ‘big box’…
Experience
Financial Advisor, Aif and President
Trinity Wealth Management Group, Inc
Sep 2015 — Present · Tampa/St. Petersburg, FL, US
Acting in a Fiduciary capacity for our clients from its inception, we are committed to understanding our clients in order to design personalized tax strategies to accumulate, preserve, and protect their wealth and income. Our core focus is maintaining our client’s best interests at all times. And because we know your objectives may change over time, we approach long-term planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws, and changes in the marketplace. We can help you design a strategy that evolves with you and results in a well-coordinated series of recommendations that can be easily implemented.One on one Financial Planning for Companies, Individuals and Families.o 401(k) Retirement Plan Design and Management.o Executive Level Investment Management & Financial Planningo Retirement Income Distribution Strategieso Insurance Solutions and Long Term Care Planningo Tax Efficient Distribution StrategiesCambridge does not offer tax or legal advice. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.This communication is strictly intended for individuals residing in the state(s) of IL, CA, FL, GA, IA, NM, TN, NC, KY, PA No offers may be made or accepted from any resident outside the specific states referenced.Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
Education
Western Illinois University
Economics
Judson University
Bachelor of Arts (B.A.)
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