Is This Your First Tax Season as Newlyweds? Here’s How to Get Through It Like Pros

Irvine, California‑based Trilogy Financial launched Trilogy Tax & Consulting, an affiliated company that will provide tax preparation and consulting services for its clients.

Trilogy said the affiliate would help its advisors connect clients with tax professionals, identify tax planning opportunities and integrate tax mitigation strategies into financial plans. The firm said the services are intended for individual, family and business‑owner clients.

“We are excited to continue building out our capabilities available through our affiliated businesses with the addition of our new tax and consulting offering,” said Jeff Motske, Co‑Founder, President and CEO of Trilogy Financial. “As clients’ financial lives become increasingly complex, it is important to provide services beyond traditional investment management.”

Founded in 1999, Trilogy has 10 regional offices and more than $5 billion in advisory and brokerage assets.

In March 2024, Trilogy announced an investment by Toronto‑based private equity firm Peloton Capital Management.

“The launch of Trilogy Tax & Consulting reinforces our ongoing focus on partnership, organic growth and delivering differentiated resources to help advisors better serve clients,” Motske said. Read more here.

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.

Read more here.