Tri-Star Trust
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 4:00pm |
Note: At Tri-Star Trust, we're a fee-only wealth management provider managing over $3 billion in assets, serving clients from coast to coast.
About us
At Tri-Star Trust, "trust" is more than just part of our name - it's a commitment we live every day. As a fee-only wealth management provider managing over $3 billion in assets, we deliver personalized, comprehensive solutions for individuals, families, businesses, non-profits, and foundations. Our experienced team provides thoughtful guidance at every step, always centered on your goals. We also proudly serve as a corporate trustee, protecting legacies and ensuring your wishes are carried out with honesty, impartiality, and care. At Tri-Star, we offer the care your legacy deserves - and the relationship you can count on for life.
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| Services | philanthropic investment management, multiple employer plan (MEP), Top Advisors, 501c3, trust administration, CPWA, 401k plans, CFP, Certified Financial Analyst, Private foundations, wealth strategies, Certified Financial Planner, Fiduciary Advisors, retirement planning, Pooled Employer Plans, financial planner, Family foundations, nonprofit financial management, endowments, PEP, wealth management, financial planning, CFA |