Private Wealth
Services Designed
for Every Stage
of Life
Services Designed for
Every Stage of Life
We work with individuals and families across the United States in every phase of their financial journeys. One key concept we emphasize for our clients is the distinction between the accumulation and the distribution phases of their financial lives.
To use the analogy of an alpine expedition, the accumulation phase represents the systematic and methodical ascent towards the summit. The day of retirement would represent the successful arrival at the summit. And the distribution phase would represent the strategic and safe descent back down the mountain.
While individuals are in the accumulation phase, they are traditionally focused on saving and growing their wealth for any number of outcomes (i.e. retirement, real estate purchase, business opportunities etc.) and oftentimes are blindly saving without a strategy.
The distribution phase is where the stakes are raised because individuals and families are no longer receiving the paychecks they worked so hard for during their accumulation phase. Prior to working with our team, many of our prospective clients couldn’t affirmatively answer that they are certain they can maintain their lifestyle, adjusted for inflation to at least age 100. This is the true power of a TPW distribution plan.
The Triumph Process
Clarity Phase
Our initial conversation is focused on three outcomes.
- Getting to know each other in a casual and relaxed atmosphere.
- Describing the Triumph Process and sharing the three possible outcomes that you can expect.
- Determining if the Triumph Process will materially improve your financial picture and jointly deciding if we believe it is wise to proceed.
If moving through the Triumph Process is the jointly determined path forward, we will share the requisite action items for the next stage of our process.
15 minutes. No pitch deck. No pressure. Just a candid conversation to discover what’s truly important to you and whether the Triumph Process can get you there.
We turn your numbers into a clear financial picture, so you know exactly where you stand and what it takes to achieve financial balance.
Strategy Phase
The focus of our time together is to reinforce our planning thesis, define financial balance, and explain why our planning software allows for agenda free discussions.
During this meeting we share the bespoke financial model that has been drafted based on your action item inputs. We also determine if you are already in financial balance, or if there is work that needs to be done to get you there.
We close this meeting out with a financial model that accurately represents your financial picture and with a clear understanding of what is truly important to you.
Optimization Phase
During this phase, our team shares the “optimization opportunities” we have uncovered after our deep dive with your tailored financial model. The optimization opportunities are focused on reducing the friction and time delay between the present, and the achievement of your desired goals and objectives.
Our commitment to you, as you walk through our process, is to offer up three possible outcomes and implement whichever option you prefer.
- The DIY Approach: You take our optimization opportunities and implement them yourself independently. We part as friends and offer to be a resource as your financial picture adapts and evolves.
- The Status Quo Approach: You implement our optimization opportunities with your current financial advisory team (if applicable). We part as friends with additional perspective & insight.
- The Triumph Approach: You engage our team to implement the optimization opportunities on your behalf and to partner alongside you while you achieve your goals, vision and purpose. We remain proactively involved in your financial journey, all the while providing you with actionable and accountable strategies that can and will materially improve your financial journey. Ultimately freeing you up to live a life of purpose.
Three paths, one promise: every recommendation we make is designed to remove the friction standing between you and a life of purpose.
Clarity Phase
Our initial conversation is focused on three outcomes. 1) Getting to know each other in a casual and relaxed atmosphere. 2) Describing the Triumph Process and sharing the three possible outcomes that you can expect. 3) Determining if the Triumph Process will materially improve your financial picture and jointly deciding if we believe it is wise to proceed.
If moving through the Triumph Process is the jointly determined path forward, we will share the requisite action items for the next stage of our process.
Is there a gap between where you’re currently at and where you would like to be? 15 minutes. No pitch deck. No pressure. Just a candid look at your financial picture to clarify what is truly important to you and how to get you there.
Strategy Phase
The focus of our time together is to reinforce our planning thesis, define financial balance, and explain why our planning software allows for agenda free discussions.
During this meeting we share the bespoke financial model that has been drafted based on your action item inputs. We also determine if you are already in financial balance, or if there is work that needs to be done to get you there.
We close this meeting out with a financial model that accurately represents your financial picture and with a clear understanding of what is truly important to you.
Optimization Phase
During this meeting, our team shares the “optimization opportunities” we have uncovered after our deep dive with your tailored financial model. The optimization opportunities are focused on reducing the friction and time delay between the present, and the achievement of your desired goals and objectives.
Our commitment to you, as you have walked through our process, is to offer up and implement only one of three possible outcomes.
- The DIY approach: You take our optimization opportunities and implement them yourself independently. We part as friends and offer to be a resource as your financial picture adapts and evolves.
- The Status Quo Approach: You implement our optimization opportunities with your current financial advisory team (if applicable). We part as friends with additional perspective and insight.
- The Triumph Approach*: You engage our team to implement the optimization opportunities on your behalf and to partner alongside you while you achieve your goals, vision and purpose.
We remain proactively involved in your financial journey, all the while providing you with actionable and accountable strategies that can and will materially improve your financial journey. Ultimately freeing you up to live a life of purpose.
*This is biasedly our preferred option and like we have showcased here, we will identify any biases that arise through our process and our partnership so you can feel empowered to make the best decisions for yourself and your family free from agenda or pressure.
Vision
We’re creating a world where people are inspired to live and give freely.
Mission
We empower our clients to make aligned decisions that grow & steward their wealth purposefully.
Triumph Private Wealth is a premier wealth management firm that defines what it means to deliver “the highest standard for wealth management.” With a foundation built on trust, excellence, and a refined “white glove” approach, we empower our clients to shape their financial futures with clarity and purpose. We start by helping you define your dreams, share your life ambitions, clarify your purpose, and decide how you want to use your wealth.
