American Executive Centers in King of Prussia welcomes the following new clients...
Charles Mann, Wealth Advisor, Trinity Wealth Management, LLC.
At Trinity Wealth Management, their mission is to provide unbiased, customized strategies to help their clients manage all aspects of their finances and investments. This is accomplished through Advice for Life, Trinity's 4-step wealth management process. Advice for Life is a client-centric, holistic approach to financial guidance that reflects the client's specific life circumstance and priorities. This unique wealth management process will provide clients with three important tools: 1) A clear understanding of your financial goals and dreams. 2) A well-defined road map for working toward those goals and dreams. 3) Ongoing advice to help adjust your road map along the way.
Trinity Wealth Management's services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. "We specialize in working with individuals and families that have complex financial needs and want unbiased, independent advice," says Charles Mann.
Charles is looking to connect with CPAs or estate planning attorneys or people who have recently changed jobs or left a company to start a business and have 401ks they want to rollover to an IRA.
"Running my business out of American Executive Centers has been a great experience," says Charles. "Their Business Support Services have been instrumental in handling my administrative work."
Charles Mann can be reached at 610.768.8054 or via email at cmann@trinity-wealth.com. For more information visit: www.trinity-wealth.com
George S. Yacoubian, Jr., LLC. Attorney at Law
George Yacoubian, Jr., LLC practices criminal defense law and family law. As a new client of American Executive Centers King of Prussia location, George is looking to meet and network with other American Executive Centers clients. George Yacoubian, Jr. can be reached at 610.768.8988 or via email at George@yacoubian-law.com. For more information about the practice visit: www.yacoubian-law.com