Who We Work With
Since our inception, Trippon Wealth Management Group has acted as a trusted financial advisor on all aspects of our client’s financial lives. Our firm is committed to developing long-term client relationships built upon a foundation of integrity, service and trust. The professionals of Trippon Wealth Management Group have dedicated themselves to focusing on our clients’ investment goals so they can create a quality of life which reflects their core values.
Trippon Wealth Management works with individual clients, family offices, corporations, and charities. Our typical client is an accredited investor. For individuals this generally requires a minimum investment asset base of $1 million, or current income in excess of $200,000 annually. For corporate accounts, pension plans, charities, and trusts, our minimum account relationship is typically in excess of $1 million in investable assets.
