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, 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.
...As a parent, it’s natural to want to help your children succeed. In fact, in a recent survey of parents, 37% of respondents said no investment goal is more important than saving for a child’s college education.
If you plan to pay for all of your child’s college expenses, you can expect to shell out tens of thousands of dollars for one year, according to the College Board’s 2017-2018 figures.
While it might feel good to give your child a head start in life, choosing to pay for their education might not be an easy choice for everyone.
“The decision to contribute to a child’s college education is a deeply nuanced and personal decision,” said Jeff Motske, a certified financial planner and the president of Trilogy Financial.
...
