Thomas Grady

Owner at Trinity Wealth Advisors - Kirkwood, MO, US

Thomas Grady's Contact Details
HQ
314-966-0033
Location
Missouri,United States
Company
Trinity Wealth Advisors
Thomas Grady's Company Details
Trinity Wealth Advisors logo, Trinity Wealth Advisors contact details

Trinity Wealth Advisors

Kirkwood, MO, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

Our MissionWe help families put their wealth to work for a greater purpose, using advanced wealth management and investment strategies that enable you to grow and steward your assets in alignment with your values.OUR STORY: A deeper calling for wealth managementOur founder, Jim Matush, has always said the primary purpose of Trinity Wealth Advisors is to make a significant and tangible difference in the lives of the families we serve. Jim started Trinity in 1997 after serving for nearly two decades in the typical financial and wealth management world. Together with partners Jim Evens, Eric Steiner and Alan Smith, a different kind of wealth advisory was created, shifting away from the allure of growing a business just for size and money to building a firm that aligned Trinity's success with that of our clients.Trinity was built to serve a true client family – applying the most sophisticated investment consulting and wealth management strategies while helping clients realize their wealth is a means to a greater end. Since then, Trinity has grown to become one of the St. Louis area's leading wealth advisors in meeting the specialized needs of financially established families.

Life Wealth Planning Retirement Planning Investment Strategies
Details about Trinity Wealth Advisors
Frequently Asked Questions about Thomas Grady
Thomas Grady currently works for Trinity Wealth Advisors.
Thomas Grady's role at Trinity Wealth Advisors is Owner.
Thomas Grady's email address is ***@trinitywealth.com. To view Thomas Grady's full email address, please signup to ConnectPlex.
Thomas Grady works in the Investment Management industry.
Thomas Grady's colleagues at Trinity Wealth Advisors are James Matush, Jennifer Yarbro, Kyle Lucey, Michael Lucey, Michael Lucey, CFP Eric, Cfp Steiner and others.
Thomas Grady's phone number is 314-966-0033
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