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Trident Wealth Management Group

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Rochester
CRD Number
Website trident-wealth.com
Client types

Overview

Trident Wealth Management Group is a New York–based advisory team serving individuals and families with retirement, investment and wealth planning needs. The group highlights a long-tenured roster of advisors and client service associates and emphasizes a disciplined approach—“Strength, Skill and Value”—to align portfolios with life goals across market cycles. Advisory and brokerage services are delivered through &Partners, with Fidelity’s National Financial Services (NFS) as primary custodian, providing established trading, custody and reporting infrastructure. The team focuses on clear communication, goal-based planning, and pragmatic, forward-thinking investment and retirement strategies for clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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