Trilogy Financial acquires two firms, $160 million in AUM

Trilogy Financial has added Ginger Silverman, founder and president of Aha! Unlimited Consulting and vice president of marketing, brands and campaigns at Behr Paint, to its board of directors. Silverman has also led communications initiatives for companies including Prudential, Pizza Hut, Taco Bell, Homebase and Lindora Medical Weight Control. “Ginger’s leadership, communications excellence and commitment to innovation aligns seamlessly with Trilogy’s core values,” said Jeff Motske, president and CEO of Trilogy Financial.

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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.