Money is something every couple talks about and struggles with at some point and it can be one of the biggest sources of stress in a relationship. Add kids to that, and you’ve got even more financial demands and desires to think about. It’s something Chris and I constantly have to work on and we’re still not where we’d like to be in the twilight of our careers. But outside of winning the lottery, how can we fix our financial woes? Is it too late for us?
Trilogy Capital said it has made its largest acquisition of the year with the addition of Mountain Capital Investment Advisors.
Founded in 2011 by United States Marine Corps Veteran and former airline pilot Brandt Burns, Westminster, Colo.-based Mountain Capital serves individual, family and small business clients, with a focus on aviation professionals, according to Trilogy.
Mountain Capital's advisors, some of whom are former pilots and other aviation industry professionals, manage more than $1 billion.
In addition to investment and wealth management advice, the practice offers tax preparation and consulting services, including interview preparation for pilots and other aviation professionals, a service spearheaded by co-founder Michelle Burns, who had worked as a senior manager at United Airlines for 14 years, Trilogy said.
These services will be folded into Trilogy Tax & Consulting.
Financial terms of the deal weren't disclosed.
The addition of Mountain Capital marks Trilogy's 11th location in Colorado, according to the firm.
Founded in 1999 and led by co-founder, President and CEO Jeff Motske, Irvine, Calif.-based Trilogy oversees more than $5 billion in advisory and brokerage assets from 10 regional offices, the company said.
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Trilogy Capital, a $5 billion wealth manager based in Irvine, Calif., is acquiring Mountain Capital Investment Advisors, a $1 billion registered investment advisor firm in Westminster, Colo.
Trilogy says the deal is its largest acquisition of the year and will establish its 11th office location and its second in Colorado.
Mountain Capital was founded in 2011 by Brandt Burns, a former U.S. Marine and airline pilot who says that joining Trilogy will provide his team of advisors with additional resources to improve their service model while preserving much of their operating model.
“We will retain our brand and unique position in the marketplace, and our leadership team, advisors, and staff will remain intact, so client disruption should be minimal,” he says. “This important move for our firm will not replace what we’ve built—it will strengthen it.”
In addition to Burns, other members of Mountain Capital have worked as pilots or in other roles in the aviation industry, and it has a niche serving clients who work in that sector. Brandt’s wife, Mountain Capital co-founder Michelle Burns, spent 14 years as a senior manager for United Airlines. At Mountain Capital, she led development of a specialized tax-preparation service designed for pilots and other aviation-industry professionals. Trilogy says that an affiliated company, Trilogy Tax & Consulting, will absorb Mountain Capital’s tax service.
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