We need them to abandon the machine work that has become such a distraction. Oftentimes, smart advisors use less than superior tools to do their darndest to serve their clients and in the meantime have lost human connection. It is time to alter our expectations of financial advisors. We primarily need to expect them to act in human, not machine ways, and in doing so more than earn their fee. What are the human things great advisors do?
Trilogy Capital, the wealth management firm headquartered in Irvine, California, announced the acquisition of Westminster, Colorado-based Mountain Capital. Mountain Capital had over $1 billion in total client assets. The acquisition represents Trilogy’s largest deal of the year and its second Colorado location.
“Mountain Capital is a perfect fit for Trilogy and demonstrates our commitment to intelligent inorganic growth,” said Jeff Motske, Co-Founder, President and CEO of Trilogy. “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 Capital was founded in 2011 by U.S. Marine Corps veteran and former airline pilot Brandt Burns, its CEO. The firm serves individuals, families and small businesses, with a focus on aviation professionals. Its advisors include current and former pilots, airline leaders and other industry experts. Trilogy said the advisors’ aviation experience informs the financial guidance they provide.
According to Trilogy, Mountain Capital will retain its brand, leadership team, advisors and staff, and client disruption should be minimal.
“Partnering with Trilogy allows us to maintain our firm’s personalized service and expertise, while enhancing additional offerings that matter most to our clients,” said Burns. “This important move for our firm will not replace what we’ve built. It will strengthen it.”
In addition to financial planning and investment management services, Mountain Capital offers tax preparation and consulting services…click here to read more.
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Radio host Jeff Motske CEO of Trilogy Financial shares the financial compatibility model changing the investing world.
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