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Wealth Management

Ensure your finanical future.

Managing and growing your wealth can seem daunting. Fortunately, our team at Tri-Star has the expertise and commitment to guide you through the process of creating and maintaining a customized wealth management plan. With Tri-Star, you maximize performance, minimize risk, and secure a financial future based on your specific objectives.

More clients count on Tri-Star for their wealth management needs. Here’s why:

We monitor
your success

Tri-Star’s experienced professionals closely monitor your portfolio each day, ensuring it stays on track and performs in line with your financial goals.

We partner
with the best

In addition to our own team of wealth management experts, Tri-Star partners with Callan Associates Independent Advisor Group; one of the largest independently owned investment consulting firms. This gives us access to some of the top finance minds in the country; which greatly benefits our clients.

We’re 100%
objective

As a fiduciary, Tri-Star is ethically bound to put the needs of our clients’ needs first. We focus on solutions that work, not what sells. We employ a multi-asset-class approach when constructing client portfolios, ensuring the right “mix” for continued success. Most importantly, we’re fully transparent and objective in all our dealings.

We dig deeper

Success in the marketplace requires diligence and in-depth research. We combine our team’s diverse expertise with resources from one of the nation’s top investment partners to ensure that we have the most reliable data available. As a result, we make well-informed, research-supported decisions on our clients’ behalf.

We’re always
here for you

Ask any of our clients and the response is the same—Tri-Star delivers a level of personal service that is second to none. We’re always here for you, with solutions and service tailored to your ongoing financial success.

We have a wealth
of great ideas.

Let's talk!
Brokerage Services

When our clients need securities and advisory services — such as individual stock purchases — we work with LPL Financial and have an advisor based in our Midland office.

Learn more