Why partner with us?

fiduciary

Triton Wealth Management is a fiduciary advisory firm meaning we are legally obligated to act in your best interest. We manage your money like it was our own.

Most brokers or bank investment consultants typically don’t have this fiduciary responsibility to you.

Independent

We’re 100% independent. We only answer to you. Why does that matter?

Many “big box” advisors are limited in what they can offer their clients. At Triton, you’ll have access to a much wider array of opportunities and products that you likely aren’t getting at your current advisor.

Fee only

We have no proprietary products to sell or monthly sales targets to meet.

This removes conflicts of interest and puts our skin in the game: we only grow when your account grows.

Transparency

No surprises. No hidden fees.

Your funds will always be custodied at a reputable financial institution like Charles Schwab. You’ll have full access to see exactly what you’re invested in either through the custodian’s website or through our own client portal and app which has in-depth analytics.

Comprehensive Planning

In addition to portfolio management, our team provides on-going financial advice customized to your needs. All of our clients receive a continuously-updated, comprehensive financial plan that acts as a financial road map.

If there’s a dollar sign in front of it: we can help you.