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 is having a strong fourth quarter. Following its recent acquisition of Mountain Capital Investment Advisors and its $1 billion in client assets, the firm has now added Steve Whitman as Senior Vice President of Wealth Management. Whitman, who managed nearly $225 million at Morgan Stanley Wealth Advisors, will be based in Trilogy’s San Diego office.
“Steve is exactly the kind of distinguished advisor we want at Trilogy,” said Jason Inglis, Chief Development Officer, Trilogy. “His four decades of experience and client-centric approach reflect the values our firm was built on, and we are proud to welcome him to Trilogy.”
Whitman works with affluent families, creating and implementing comprehensive, multi-generational financial strategies tailored to each client’s unique circumstances.
“Trilogy provides the depth of resources and a team of experienced advisors to partner with,” said Whitman. “Clients will have access to Trilogy’s broader resources, including investment management, comprehensive advanced wealth planning and tax preparation. This move is a real positive for myself and my clients.”
Windus Fernandez Brinkkord, Senior Vice President of Wealth Management in Trilogy’s San Diego office, added, “Steve’s wealth of knowledge and genuine passion for serving his clients is a strong complement to Trilogy’s approach. We’re excited to partner with him and to offer clients an expanded, collaborative experience.”
Click here to read more on the continuing growth of Trilogy.
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