Triumph Private Wealth is a registered investment advisor and financial planning firm headquartered in Orlando, FL with clients across the United States. Founded December 1, 2020 by Jonathan Kreidt, we empower our clients to make aligned decisions that grow and steward their wealth. Our vision is to create a world where people are inspired to live and give freely. With a limited client roster, TPW serves as an advisor and partner to people who prefer to make their financial decisions based on actionable and accountable strategies, not sales agendas. Succinctly put, we show up as leaders with a heart to serve not an intent to sell, and our intention is to grow lifelong relationships centered on truth.
About Triumph Private Wealth
TPW Is An RIA
Why We Developed The Triumph Process
Our Approach at Triumph Private Wealth
Private wealth management should revolve around transparency, conviction, alignment and service and with The Triumph Process it does. We help our clients assess what is truly important to them, take an inventory of where they are currently at and draft an actionable and accountable strategy to help them achieve their desired results. All the while identifying any biases that may arise.
We let the math and our clients’ tailored financial models guide the conversation, and through it all they never feel like they are being coerced into a decision.
The Triumph Process empowers our clients with the information to make the best decisions for themselves and their families. We share the pros, the cons and the material impact the decisions will have on our clients’ financial model, all the while remaining accountable to what is truly important.
Our Story
Triumph Private Wealth is the professional culmination of one of the most important lessons that our founder and firm principal, Jonathan Kreidt, has learned in his life and career as a financial professional: to focus on the purpose behind the process. He believes that people should question the purpose behind their wealth goals, and that together he can help clear up his clients’ financial lives through effective planning, freeing them up to live their lives with purpose.
Here are some of his personal mantras:
Money is nothing more than a tool to bless people
The minute we start viewing money as a barometer for success, or as a scoreboard, we have lost the path.
Win/win or no deal
Deals need to be a win for each party if the Kreidt family is involved.
Challenge the status quo
When we hear “This is how we have always done things” there is likely an opportunity right around the corner.
Kill the chameleon
We remain true to who we are designed to be and don’t conform to the numerous aimless patterns of our world.
Anti-aimless
Definiteness of purpose is a focus for our family and business. Living intentionally.
People over projects
We focus on loving people over maximizing efficiency when they are mutually exclusive.
Our Values
Purpose
Excellence
Generosity
Humility
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.
