A new investment advisory firm has emerged to serve clients nationwide, drawing on nearly 20 years of experience developing financial planning infrastructure for advisors across the country. Trident Wealth Partners operates completely virtually, providing direct access to comprehensive wealth management services without geographical limitations.
The firm’s founder, Andrew Keil AIF, CPFA, CRPS, spent almost two decades working behind the scenes in the financial advisory industry, developing and implementing planning systems that served thousands of individuals and companies. This extensive background in supporting other advisors provided deep insights into market complexities, client needs, and effective wealth management strategies.
Trident Wealth Partners distinguishes itself through its commitment to complete independence and fiduciary responsibility. As an independent advisory firm, Trident Wealth Partners operates free from external pressures or product biases, ensuring that all advice aligns solely with client interests. This fiduciary obligation extends beyond legal requirements to form the core of the firm’s operating philosophy.
The virtual structure allows the firm to serve clients across all states, eliminating traditional barriers to accessing experienced financial guidance. This modern approach reflects changing preferences in how clients interact with financial professionals, particularly following widespread adoption of remote communication technologies.
The firm’s comprehensive wealth planning approach encompasses five key areas: investment planning, income planning, tax planning, healthcare planning, and estate planning. Each area receives attention through what the firm describes as a “tax lens,” emphasizing strategies to minimize tax burden across all aspects of financial planning.
Investment planning services focus on creating customized strategies aligned with individual financial goals and risk tolerance. Income planning addresses both current needs and future requirements, developing sustainable income streams for various life stages. The “tax lens” approach aims to strategically reduce tax obligations while maximizing retained wealth.
Healthcare planning assistance helps clients navigate the increasingly complex landscape of medical costs and coverage options. Estate planning helps to ensure proper preservation and distribution of assets according to client wishes, incorporating tax-efficient strategies throughout the process.
The firm’s emphasis on tax efficiency permeates all recommendations, reflecting a philosophy that clients should retain as much of their earned wealth as possible. This proactive approach to tax management influences investment selection, income timing, healthcare decisions, and estate structuring.
The transition from supporting other advisors to directly serving clients represents a natural evolution for the founder, who recognized an opportunity to eliminate intermediaries and provide more personalized service. This direct relationship model allows for closer client collaboration and more responsive adjustments to changing financial circumstances.
As a nationally focused practice, the virtual advisory firm can maintain consistent service standards regardless of client location. This flexibility proves particularly valuable for clients who relocate or maintain residences in multiple states, ensuring continuity of financial guidance without the need to change advisors.
Trident’s structure as an independent advisory firm provides additional benefits beyond conflict-free advice. Without ties to specific financial products or institutions, advisors can recommend solutions from across the marketplace, selecting options that appropriately serve individual client needs rather than meeting sales quotas or institutional preferences.
The comprehensive planning approach recognizes the interconnected nature of financial decisions. Tax implications of investment choices, healthcare costs affecting retirement income, and estate planning considerations influencing current financial strategies all receive integrated attention rather than isolated treatment.
This holistic perspective extends to the firm’s service delivery model, which leverages technology to provide efficient communication and document sharing while maintaining personal relationships through virtual meetings and consultations. The approach combines the accessibility of modern technology with the expertise developed through decades of industry experience.
Securities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor. Regal Investment Advisors and Regulus Financial Group are affiliated entities. Trident Wealth Partners is independent of Regal Investment Advisors and Regulus Financial Group. Registration with the SEC does not imply any level of skill or training.
Please note that Trident Wealth Partners does not provide tax or legal advice. One should always consult with a qualified professional regarding their unique situation prior to making any decisions.
