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, Inc., an Irvine, California-based wealth management firm, has acquired Mountain Capital Investment Advisors, LLC, a Westminster, Colorado-based registered investment advisor overseeing more than $1 billion in client assets.
The acquisition represents Trilogy’s largest transaction of 2026 and expands its network to 11 offices, including two locations in Colorado.
Financial terms of the transaction were not disclosed.
Mountain Capital has operated as an independent SEC-registered investment advisor for 15 years, providing financial planning, investment management and specialized advisory services to individuals, families and small businesses.
The acquisition strengthens Trilogy’s presence in Colorado….read more.
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Trilogy Capital, an Irvine, Calif.-based wealth management company with more than $5 billion in advisory and brokerage assets, announced it has acquired Mountain Capital Investment Advisors in Westminster, Colo., an advisory firm with more than $1 billion in client assets.
The purchase of Mountain Capital, founded 15 years ago, is Trilogy's largest deal of the year and gives it its second location in Colorado and 11th overall, the company said in a press release today.
“Mountain Capital is a perfect fit for Trilogy and demonstrates our commitment to intelligent inorganic growth,” Jeff Motske, co-founder, president and CEO of Trilogy, said in a prepared statement. “Mountain Capital shares our commitment to long-term client relationships, fiduciary advice, and thoughtful financial planning, so the cultural fit is exceptional. We are very excited to be able to attract high-caliber people to Trilogy.”
Mountain was founded by U.S. Marine Corps veteran and former airline pilot Brandt Burns and his wife Michelle Burns, a former senior manager at United Airlines for 14 years, the press release said. Read more here.
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