Trinity Wealth Advisors
trinitywealth.com Layer unknown
Trinity Wealth Advisors is a St. Louis-based wealth management and financial planning firm serving affluent families. It builds customized portfolios using external investment managers and provides planning, investment consulting and charitable giving guidance.
Trinity Wealth Advisors is an asset manager headquartered in St. Louis, United States, founded in 1997.
“We customize your portfolio, based on risk and reward, to fit the goals and risk tolerances of your needs.”
— Trinity Wealth Advisors, own website
- Layer
- Layer unknown
- Type
- Asset manager
- Stage
- Not stated
- Headquarters
- St. Louis, United States
- Founded
- 1997
Team, as Trinity Wealth Advisors publishes it
- James E. Matush, Jr. CEO & Founding Partner
- James Evens Partner, Investment Director
- Eric Steiner Managing Director
- Ryan Wagner Head of Partnerships and Growth
- Carol Campey Executive Assistant to Jim Matush
- Debbie Seeney Client Service Administrator
- Jennifer Yarbro Operations Director
Names and roles exactly as listed on trinitywealth.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Trinity Wealth Advisors publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://trinitywealth.com/name, hq_country, hq_city, status
- https://trinitywealth.com/investment-management/is_investor, type, thesis_quote
- https://trinitywealth.com/about-us/description, founded
- https://trinitywealth.com/our-team/people
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Record 13572 · added 2026-10-19 · link last verified 2026-10-21 · confidence medium
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