Broker Check

Independence & Objectivity

Trilogy Wealth Management represents our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties.
Through our relationship with the Independent Broker Dealer, United Planners Financial Services, members of Trilogy Wealth Management are not restricted to proprietary products. Trilogy Wealth is free to draw on the wide variety of options available from a full array of high-quality investment and insurance companies to build individualized plans and programs for our clients.