Kayla Pelletier's Contact Details

Kayla Pelletier's Company Details

Trinity Wealth Management Group

Carrollwood, FL, US • 5 - 9 Employees
Financial Services

Trinity Wealth Management Group is a Private Wealth Management group 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.Making sure you get the proper recommendation starts with taking an in-depth look at where you are today and where you want to be tomorrow.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.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research, a Registered Investment Adviser. Trinity Wealth Management Group and Cambridge are not affiliated. The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact. We cannot accept trade orders through email. Important letters, email, or fax messages should be confirmed by calling 847-917-9954. This email service may not be monitored every day, or after normal business hours.