We work with individuals and families all over the United States in every phase of life. One important concept to understand is the “accumulation” versus the “distribution” stage of life. While you are accumulating wealth, you are generally saving money regularly for retirement. The point at which you quit work to retire is often compared to reaching the summit of a mountaintop. Finally, coming back down the mountain is the distribution phase when you are spending your accumulated assets. When you are no longer getting a paycheck, but instead you are spending down your money for living expenses, it’s critical to have a tax strategy as well as a retirement income plan in place so that you don’t run out of money at some future point.
Triumph Private Wealth Services
Financial Planning & Implementation
- Tailored financial modeling
- Proprietary planning software (Lifetime Income Process)
- Cash flow ratio simulations
- Mathematically backed decision making guidance
- Actionable and account strategies
Investment Management
- Bespoke and disciplined investment strategies
- Risk mitigation and management
- Performance accountability and consistent overview
- Institutional investment offerings
Philanthropic Advisory
- Strategic charitable giving guidance
- Comprehensive implementation and ongoing management of private family foundations through trusted strategic partners
- Donor-Advised Funds
- Triumph and Grace Foundation
Risk Management
- Life insurances
- Disability income insurances
- Long-term care insurances
- Property and casualty insurances through trusted, strategic partners
Estate Planning
- Beneficiary analysis
- Will and Trust creation via trusted, strategic partners
- Business succession planning
- Probate avoidance
- Preemptive health and mental capacity planning
Tax Planning
- Income tax liability reduction
- Tax efficient distribution strategies
- Tax-advantaged investment accounts and offering
- Coordination with tax preparers and strategists
- Estate tax mitigation
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.
