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Trilogy Capital, an Irvine, Calif.-based wealth management company with more than $5 billion in advisory and brokerage assets, announced it has acquired Mountain Capital Investment Advisors in Westminster, Colo., an advisory firm with more than $1 billion in client assets.

The purchase of Mountain Capital, founded 15 years ago, is Trilogy's largest deal of the year and gives it its second location in Colorado and 11th overall, the company said in a press release today.

“Mountain Capital is a perfect fit for Trilogy and demonstrates our commitment to intelligent inorganic growth,” Jeff Motske, co-founder, president and CEO of Trilogy, said in a prepared statement. “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 was founded by U.S. Marine Corps veteran and former airline pilot Brandt Burns and his wife Michelle Burns, a former senior manager at United Airlines for 14 years, the press release said. Read more here.

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.