Business Details
Trusted Financial Advisers in Berwyn, PA
At Trinity Wealth Management, we are a family-owned firm dedicated to providing fiduciary wealth management services tailored to individuals, families, and businesses. Our approach integrates integrity, honesty, and education to create personalized financial strategies that prioritize your long-term security. With expertise in retirement planning, investment management, and business retirement solutions, we emphasize holistic planning to align your financial goals with your values.Our team of certified professionals, including CFPs and specialists in fiduciary standards, ensures transparent, conflict-free advice designed to foster financial peace of mind. We serve clients across various life stages, offering customized solutions for tax planning, estate management, and insurance, while maintaining a commitment to community and ethical service.
Services
Retirement Planning
Investment Management
Estate Planning
Tax Planning
Education Funding
Insurance Planning
401(k) Plans
Defined Benefit Plans
Deferred Compensation
Business Retirement Solutions
Highlights and features
- We are fiduciary advisors committed to your best interests with no conflicts of interest.
- Our team holds advanced certifications including CFP, ChFC, and Accredited Investment Fiduciary designations.
- We offer holistic financial planning integrating retirement, tax, estate, and insurance strategies.
- Our client-focused philosophy emphasizes education and transparent communication.
- We specialize in business retirement plans tailored to entrepreneurs and their employees.
Associations and certifications
- CFP
- CRPC
- AIF
- ChFC
What people say
Personalized service
Trust
Effective strategies
Excellent customer service
Tailored solutions
Services
Retirement Planning
We create personalized retirement plans by understanding your goals, financial situation, and risk tolerance. Our strategies focus on tax efficiency, income sustainability, and legacy planning. Clients receive ongoing guidance to adapt plans as life evolves, ensuring confidence in long-term financial security.
Investment Management
Our investment approach balances growth and risk management through diversified portfolios tailored to your objectives. We continuously monitor market conditions and adjust strategies to optimize returns while aligning with your time horizon and financial goals.
Estate Planning
We design comprehensive estate plans to protect assets, minimize taxes, and honor your wishes. Services include wills, trusts, and incapacity planning, ensuring your legacy is preserved for future generations with strategic foresight.
Business Retirement Plans
We help businesses establish 401(k) and defined benefit plans that attract talent, reduce tax liabilities, and support employee financial wellness. Our fiduciary guidance ensures compliance and alignment with company objectives.
Tax Planning
Our proactive tax strategies minimize liabilities by optimizing deductions, credits, and investment decisions. We integrate tax planning into overall financial strategies to enhance wealth retention across all life stages.
People
J. Charles Mann
President & Sr. Wealth Advisor
Charlie Mann is a CFP and CRPC with decades of experience in fiduciary wealth management. He focuses on empowering clients toward financial freedom through personalized strategies rooted in integrity and lifelong learning.
Marjorie Wentz
Sr. Wealth Advisor
Marjorie Wentz, an AIF, specializes in business retirement plans and tax-deferred savings strategies. Her entrepreneurial background informs tailored solutions for business owners and individuals seeking financial clarity.
Kelly N. Catania
Wealth Advisor
Kelly Catania, a CFP, advises clients on achieving financial peace through education and strategic planning. She emphasizes empathetic guidance and holds advanced credentials in financial planning.
Justin Wentz
Wealth Advisor
Justin Wentz, a CFP and ChFC, crafts personalized financial strategies with a focus on retirement and wealth preservation. His expertise includes risk management and long-term investment planning for individuals and families.
Ellie Blakey
Marketing Manager
Ellie Blakey leads marketing initiatives at Trinity Wealth Management, emphasizing authentic client connections and alignment with the firms core values of trust and community engagement.
Questions
What services does Trinity Wealth Management offer?
We provide retirement planning, investment management, estate planning, tax strategies, business retirement plans, and insurance solutions tailored to individual and business needs.
Are you fiduciary financial advisors?
Yes, we act as fiduciaries, prioritizing your best interests with transparent, conflict-free advice aligned to the highest ethical standards.
How do you personalize financial plans?
We assess your goals, risk tolerance, and financial situation to create customized strategies, adapting plans as your life evolves through ongoing collaborative reviews.
What certifications do your advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Financial Consultants (ChFC), and Accredited Investment Fiduciaries (AIF) with advanced expertise in fiduciary standards.
Do you work with business owners?
Yes, we specialize in business retirement plans, succession strategies, and tax-efficient solutions to support entrepreneurs in achieving personal and corporate financial goals.
