Trinity Wealth Advisors, Llc
Our Mission We help families put their wealth to work for a greater purpose, using advanced wealth management and investment strategies that enable you to grow and steward your assets in alignment with your values. OUR STORY: A deeper calling for wealth management Our founder, Jim Matush, has always said the primary purpose of Trinity Wealth Advisors is to make a significant and tangible difference in the lives of the families we serve. Jim started Trinity in 1997 after serving for nearly two decades in the typical financial and wealth management world. Together with partners Jim Evens, Eric Steiner and Alan Smith, a different kind of wealth advisory was created, shifting away from the allure of growing a business just for size and money to building a firm that aligned Trinity’s success with that of our clients. Trinity was built to serve a true client family – applying the most sophisticated investment consulting and wealth management strategies while helping clients realize their wealth is a means to a greater end. Since then, Trinity has grown to become one of the St. Louis area’s leading wealth advisors in meeting the specialized needs of financially established families.
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Verified contacts
6
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
2
tools in use
Monthly traffic
32
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- RW
Ryan Wagner
Head of Partnerships and Growth · Sales & Business Development
EmailPhone - CC
Carol Campey
Chief of Staff & Client Ambassador · Other
EmailPhone - EP
Eric P. Steiner
Managing Director · General Business & Management
EmailPhone - JM
James Matush
President & CEO, Founding Partner · Other
EmailPhone - JE
Jim Evens
Partner · General Business & Management
EmailPhone - EP
Eric P. Steiner
Managing Director · General Business & Management
EmailPhone
Showing 6 of 6 verified contacts
Top roles at Trinity Wealth Advisors, Llc
5 distinct titles indexed · top 5 shown.
- 2managing director
- 1chief of staff & client ambassador
- 1head of partnerships and growth
- 1partner
- 1president & ceo, founding partner
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