Trinity Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.8 / 5 rating based on 40 reviews

Trinity Wealth Advisors: An Ameriprise private wealth advisory practice serving the Folsom, CA area.

Trinity Wealth Advisors, Ameriprise Client Experience Award Recipient, 2022

  • How we work

    We provide personalized advice based on what’s most important to you.
    Learn more

  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us

  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
    See your options

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Reach your financial goals with confidence

You may have many goals ahead — retirement, education, family events, travel — or be focused on a single need like saving for a new home. We tailor our advice to your goals and go beyond just investments to help you feel more confident across your full financial life.​

Throughout the year, we help navigate the present while staying focused on your long-term goals. We analyze markets and the economy, and monitor changes to taxes and legislation. You receive timely updates and recommendations, ongoing. As your needs change, we work with you to reevaluate your goals and update your overall financial strategy, always based on your time horizon and risk tolerance. At any time from any device, you can track your progress and review your portfolio.​

Our focus is on providing you with trusted advice and outstanding service so you can achieve your goals today and in the future.
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Evaluate your 401(k)

Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence. Learn about your options with the Rollover Evaluator.