Trifecta Wealth Management Founder, Chad Waters, working in an office conference room on his laptop

Who We Are

Certifications and Achievements

We believe you deserve our best. We are committed to getting better each day to improve the depth and quality of your experience.

Trifecta Wealth Management Founder, Chad Waters, smiling in a light red suit

Certifications and Achievements

CFP®

Working with a CFP® professional provides comprehensive financial planning from a certified individual. They adhere to strict ethical standards and have demonstrated competency in key financial areas. This designation signifies a commitment to putting your best interests first.

Learn More

Swipe, drag, or click through our additional content below.

Who We Are
The Story of Our Name
What We Do
Our Approach
What We Do
Our Services
Who We Are
Certifications and Achievements
Who We Are
LPL Financial
Who We Are
Our Story
Who We Are
Meet the Team
Who We Are
What Makes Us Different