A new approach to financial planning has emerged from nearly 20 years of behind-the-scenes industry expertise. Trident Wealth Partners, a nationally focused virtual investment advisory firm, is transforming how individuals access comprehensive wealth management services by eliminating traditional barriers and intermediaries.
The firm’s foundation stems from its founder’s extensive background developing planning infrastructures for financial advisors nationwide. This unique perspective, gained from empowering thousands of advisors and companies over two decades, now helps to directly benefit individual clients seeking personalized financial guidance.
Operating as a completely virtual advisory firm, Trident Wealth Partners serves clients across the United States without geographical limitations. This modern structure enables the firm to deliver sophisticated financial planning services with flexibility and efficiency, marking a departure from traditional brick-and-mortar advisory models.
The firm’s comprehensive approach encompasses five core areas of wealth planning: investment planning, income planning, tax planning, healthcare planning, and estate planning. What distinguishes their methodology is the integration of tax considerations across all planning areas, helping to ensure clients retain maximum wealth rather than losing it to unnecessary tax burdens. “Think of it as seeing everything through a tax lens, which allows us to structure portfolios geared to minimize Uncle Sam’s portion of your hard earned retirement savings” explains Trident’s founder, Andrew Keil AIF, CRPS.
Independence forms a cornerstone of the firm’s philosophy. As an independent firm operating under rigid fiduciary standards, the virtual wealth management firm maintains complete autonomy from external pressures or product biases. This structure helps to ensure that all recommendations align solely with client interests, a critical distinction in an industry often complicated by conflicts of interest.
The transition from supporting advisors to directly serving clients represents a strategic evolution in financial services delivery. By removing intermediaries, the firm provides clients with direct access to seasoned expertise previously available only through multiple layers of advisory relationships. This streamlined approach aims to enhance both service quality and cost efficiency.
Tax optimization permeates every aspect of the firm’s planning process. Rather than treating tax planning as a separate consideration, the advisory firm applies a “tax lens” to investment strategies, income planning, healthcare decisions, and estate planning. This integrated approach helps clients build and preserve wealth more effectively than traditional compartmentalized planning methods.
The virtual model addresses growing demand for accessible, high-quality financial advice unrestricted by location. Clients benefit from the same level of expertise and personalized attention traditionally associated with in-person advisory relationships while enjoying the convenience and efficiency of digital communication and collaboration tools.
As financial planning continues to evolve with technological advances and changing client expectations, firms like Trident Wealth Partners demonstrate how decades of industry experience can be reimagined to better serve individual investors. The combination of deep expertise, technological innovation, and unwavering commitment to fiduciary standards positions the firm at the forefront of modern wealth management practices.
Securities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor. Regal Investment Advisors and Regulus Financial Group are affiliated entities. Trident Wealth Partners is independent of Regal Investment Advisors and Regulus Financial Group. Registration with the SEC does not imply any level of skill or training.
Please note that Trident Wealth Partners does not provide tax or legal advice. One should always consult with a qualified professional regarding their unique situation prior to making any decisions.
