Welcome to Trident Wealth Partners
As the Founder and President, Andrew Keil has dedicated nearly two decades to mastering the intricacies of financial planning. He has witnessed firsthand the unique challenges and profound opportunities facing individuals as they approach and embrace retirement. This deep experience, combined with an unyielding conviction in truly client-first advice, compelled him to establish Trident Wealth Partners.
Why Independence Matters: Our Fiduciary Imperative
At Trident Wealth Partners, our very foundation is built on absolute independence and an unwavering fiduciary imperative. We aren't bound by corporate agendas or pressured by proprietary products. This freedom means every single recommendation we make is driven solely by your best interests, held to the fiduciary standard of care. For clients with at least $500,000 in retirement assets, this isn't just a promise; it's the bedrock of the unbiased, transparent guidance you deserve and can truly trust.
Our Holistic Five-Pillar Approach: More Than Just Investments—It's Your Future
We recognized that disjointed, piecemeal retirement planning can lead to overlooked risks and unnecessary stress. That's why we meticulously designed Trident Wealth Partners around five critical core functions – comprehensive pillars engineered to fortify every facet of your financial well-being throughout retirement:
Income Planning
Engineering resilient income streams to confidently fund your entire retirement lifestyle.
Tax Planning
Proactively implementing advanced strategies to significantly minimize your tax burden and help maximize your net wealth.
Healthcare Planning
Expertly navigating complex healthcare costs and preparing for critical long-term care needs.
Estate Planning
Meticulously safeguarding your legacy and ensuring your final wishes are executed with precision and care.
This integrated strategy helps to ensure that nothing is left to chance. It provides a clear, robust, and cohesive roadmap, ensuring every dimension of your retirement journey is meticulously planned and optimized.
Our Unwavering Commitment to You
My profound passion is to empower you with the absolute peace of mind and unwavering confidence that stems from a meticulously crafted and expertly executed financial plan. At Trident Wealth Partners, you'll find a dedicated partner committed to deeply understanding your unique story, ambitious goals, and most pressing concerns. We leverage our extensive expertise and steadfast independent structure to simplify overwhelming complexity, helping you to confidently live the retirement you've not just envisioned, but truly deserve.
