We're Not Your Typical Investment Advisory Firm
We minimize Retirement Portfolio losses/drawdowns through our Six Factor Consistent Growth Strategy™ which may accumulate more money for our clients.
Why We're Different →
Investment Advice & CPA All-Inclusive Services
We're Your One-Stop Shop for Investment advice & CPA all-inclusive services.
Learn More →
Transferring Retiring Accounts to Beneficiaries
Transfer of your Retirement Monies and your wealth to your Beneficiaries with the Least amount of tax.
How we do it →
We Do Not Believe in the Buy & Hold Strategy
We believe in short-term and long-term tactical asset allocation models that we adjust to market conditions.
Invest Smarter →
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Your Financial Future

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer

Retirement financial future

Our Strategy

Profit From Bull & Bear Markets, Generate Higher Average Returns, And Avoid Big Losses.
investment strategies

Six Factor Consistent Growth Strategy™

We minimize Retirement Portfolio losses/drawdowns through our Six Factor Consistent Growth Strategy™ which accumulates more money for our clients.

retirement strategies wealth management

One-Stop-Shop for Investments & CPA Services

We're Your One-Stop Shop for Investment advice & CPA all-inclusive services.

retirement investing wealth management

Transferring Retirement Accounts to Beneficiaries

Transfer of your Retirement Monies and your wealth to your Beneficiaries with the Least amount of tax.

No Buy & Hold Investment Strategy

We believe in short-term and long-term tactical asset allocation models that we adjust to market conditions.

investment strategies

Six Factor Consistent Growth Strategy™

CGS swiftly reallocates capital toward the strongest asset class trending higher and, with equal agility, exits positions when the asset starts to plateau.

retirement strategies wealth management

Customized Retirement Portfolios™

we are a retirement investment services firm that focuses on helping our clients reach their financial goals, including customized retirement plans.

retirement investing wealth management

Six-Factor Accumulation Model

We help our partners achieve their retirement goals and objectives. Walter has over thirty years of experience in helping clients realize their retirement goals and objectives.

Estate Planning Wealth Management

Low-Risk Tactical Investment Strategy

Our approach is radically different from traditional diversified buy-and-hold strategies and active trading. Instead, Asset Revesting offers a dynamic and proactive approach investors and the investment industry desperately need.

Why Trinity?

has a proven, unique approach to wealth management...

I believe in thinking “out of the box” and I am not afraid to challenge conventional wisdom in my approach to investing and preserving wealth. All of my energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Main Strategies:

Walter can help you:

Our Blog

Resources provided for those looking to better understand the intricacies of Money Management, Retirement, Estate Planning and how you can make it work to your family’s benefit.