#USA #San Diego #Trilogy Capital #Stephen Whitman

Trilogy Capital Welcomes Stephen P. Whitman to San Diego Team

In a significant move aimed at enhancing its wealth management capabilities, Trilogy Capital, Inc., a well-regarded wealth management firm established and operated by advisors, has proudly announced the addition of Stephen P. Whitman as its Senior Vice President of Wealth Management. Based in Trilogy's San Diego office, Whitman brings with him extensive expertise and a notable track record of managing $225 million in client assets.

Jason Inglis, the Chief Development Officer at Trilogy, acknowledged Whitman's impressive background, stating, "Steve is exactly the kind of distinguished advisor we want at Trilogy. His four decades of experience and client-centric approach reflect the values our firm was built on, and we are proud to welcome him to Trilogy." This statement underscores the firm’s commitment to maintaining high standards and fostering a client-focused environment.

Whitman's career as a wealth advisor spans over 40 years. His experience includes working with affluent families on a global scale, allowing him to witness firsthand the unique opportunities and challenges that significant wealth brings. His focus will be on developing comprehensive, multi-generational financial strategies tailored to the specific needs of each client. He remarked, "Trilogy provides the depth of resources and a team of experienced advisors to partner with. Clients will have access to Trilogy's broader resources, including investment management, comprehensive advanced wealth planning, and tax preparation. This move is a real positive for myself and my clients."

At the San Diego office, Whitman will collaborate with Windus Fernandez Brinkkord, AIF®, CEPA, another Senior Vice President of Wealth Management who has been with Trilogy since 2003, specializing in exit strategies for business owners. He will also work alongside Gary Sussman, CFP®, Vice President of Wealth Management, and a dedicated team of client support professionals. Brinkkord expressed enthusiasm about the collaboration, saying, “Steve’s wealth of knowledge and genuine passion for serving his clients is a strong complement to Trilogy's approach.”

Founded in 1999 and headquartered in Irvine, California, Trilogy Capital has made its mark as a full-service Financial Planning and Wealth Advisory Firm. The company, which now manages over $6 billion in advisory and brokerage assets, emphasizes supporting financial advisors in their quest to better serve their clients. With a mission to help everyday Americans achieve financial independence, Trilogy thrives on collaboration, developing multi-generational advisor teams that can provide consistent and comprehensive support to their clients.

In a move that reflects significant growth and is indicative of its vision, Trilogy launched its own SEC-registered investment advisory firm, Trilogy Capital, in 2016. This venture has not only expanded their service offerings but has also positioned the firm as a key player in the wealth management industry. Additionally, the establishment of the MACK Service Center in 2023, named in honor of late co-founder Kevin Mackintosh, further symbolizes Trilogy's commitment to innovative client service and to enhancing operational efficiency.

In summary, Stephen P. Whitman's joining Trilogy Capital's San Diego team marks a new chapter for the firm. With his extensive experience and a client-first philosophy, it is expected that he will contribute significantly to the growth and success of Trilogy's wealth management services. The firm’s combination of expert knowledge, tailored financial solutions, and a collaborative approach further positions it to address the complexities of wealth management in today’s environment, ensuring their clients receive the utmost quality in advice and service.

For those eager to find out more about Trilogy and its services, visit www.trilogyfs.com.