Our profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Financial Planning for Small Business
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments

Awards & recognition

  • Trinity Wealth Advisors, Ameriprise Client Experience Award, 2020-2025
  • Russel L Phelps, Ameriprise Circle of Success, 2020-2025

Community participation

El Dorado Hills Soccer Club

El Dorado Community Foundation

AARP Foundation Tax-Aide Volunteer

Sierra Forever Families

Snowline Hospice

Compass Bible Church

Lakeside Church

Honored to receive recognition

All of us at Trinity Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Trinity Wealth Advisors team and the great experience we work so hard to provide for our clients every day.

The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.

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