The Link Between Financial Health and Physical Health

If you’re planning a wedding, this conversation is a must.

Having debt is nothing to be ashamed of. In fact, according to CNBC, 70 percent of college students graduate with student loan debt (the most common type of debt faced by newlyweds).

But if you do have debt (or your partner does), the one thing you need to do—no matter how uncomfortable or awkward it feels—is discuss it with each other.

“It’s important you’re transparent, for better or worse,” says Jeff Motske, president and CEO of Trilogy Financial and author of The Couple’s Guide to Financial Compatibility. “Get it out on the table now, because there’s nothing worse than statements showing up in the mail or online and all of a sudden, you realize you’re both liable for paying off the debt.”

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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.