Get Started

Get Started on Your Financial Life Plan Today








    We use cookies to ensure our visitors have the best browsing experience on our website.

    Woburn Team

    Simplicity is Key

    Sometimes it’s not easy to make a financial decision. Have I considered all avenues? What does my partner think? Is this my best option? What is my opportunity cost?


    At Trilogy, we coach you through these tough conversations and help our clients break down all of their financial goals into easy-to-understand ideas and executable tasks that prioritize your individual values above all else.

    Our mission is to provide comprehensive financial services to everyday Americans and our passion is serving our New England community.

    You tell us what your goals are, we’ll tell you how to get there.
    Denver - Team

    Meet Your Financial Team

    tom elkins

    TOM ELKINS, AIF®

    MANAGING VICE PRESIDENT
    Dale Sarpard

    DALE SARPARD

    SENIOR VP OF WEALTH MANAGEMENT

    Contact Us

    400 Trade Center #4850 Woburn, MA 01801 | Office: (781) 933-6533

    *The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.
    Call Us To Get Started. (844) 356-4934