Trimaran Financial

At Trimaran Advisory Group, we understand the unique challenges that family business owners and self-employed professionals face. We're not just another financial advisory firm; we're a trusted advisor, a confidant, and a partner in helping you achieve your Financial Independence and Family Legacy Goals.

Our Services

At Trimaran Advisory Group, our focus is to help our clients navigate the complexities of family business succession, family legacy planning, and estate and wealth management. We take the time to understand what drives our clients, what matters most to them, and what they want to achieve. Our approach is built on the foundation of understanding what makes our clients unique, what they value, and what they want to achieve.

We specialize in working with family-owned businesses and self-employed professionals who are looking to protect and control what they have worked so hard to build. Our services are designed to help our clients achieve their goals, maintain control, and ensure their family's well-being and the future of their business.

Our Strategic Wealth Process

Our Strategic Wealth Process is a framework that helps our clients uncover their goals, values, and priorities. We believe that building wealth and managing wealth are not the same thing. Our process is designed to provide clarity and direction for estate and family business enterprise planning.

Discovery

The first step in our process is discovery. We take the time to have thoughtful conversations with our clients to understand what's important to them, what they want to achieve, and what they want to avoid. This step is essential in understanding our clients' unique needs and priorities.

Creative Solutions

Once we have a deep understanding of our clients' goals and values, we work together to explore and customize solutions that align with what's most important to them. This may involve collaborating with their current professional advisors to ensure that our solutions are tailored to their needs.

Strategy Deployment

The next step is to implement our solutions. We help our clients put their plans into action, ensuring that their goals are achieved and they get the results they want.

Results Management

Finally, we review and update our clients' plans regularly to ensure that their priorities and goals remain relevant and achievable. Life changes, and our approach is designed to adapt to those changes.

What Our Clients Say

At Trimaran Advisory Group, we're proud of the impact we've had on our clients' lives. Here's what a few of them have to say:

*Sandy is not only a knowledgeable financial advisor but a trusted personal friend who we feel we can turn to at any time.* -Terry & Wit Lewandowski, Quinte Gardens

*Sandra is extremely diligent, her communication skills are excellent, she has a strong work ethic and is very much goal oriented.* -Frank & Clara Cardinali, Drain-All

You go out of your way to understand the history of your client (us), which has given you greater understanding of what we need and want.* -Phillip Blake, President, Starr Gymnastics & Fitness

What has appealed to me most about dealing with you, is how you put me at ease and your air of trustworthiness.* -Ben & Sandra Colasanti, Euro Ceramics

Don't Leave a Mess!

Sandy's new book, "Don't Leave a Mess!: How to Disaster Proof Your Family Legacy", tackles common questions and challenges faced by family business owners and self-employed professionals. Leave your email address to be notified when the book is available for purchase.