Trippon Wealth Management Group

Trippon Wealth Management is dedicated to serving the nation's affluent community, helping them to continue building and maintaining their millions. Jim Trippon's approach for managing portfolios has three key components: Investment consulting process, which is designed to help ensure that your portfolio is managed according to your specific needs and with a comprehensive, long-term strategy. The Investment Committee, which is responsible for modeling the recommended asset allocations, for researching funds, and for evaluating the latest investment research. Strategic management services, whose focus is on long-term, tax efficient, equity-based portfolio structuring. In order to implement investment advisory services for his clients, Trippon opened a branch of Raymond James Financial Services, Inc. within his CPA firm. His commitment to the investment management and administration of client assets through his relationship with Raymond James Financial Services, Inc. is based on a philosophy of structured asset class investing combined with active tax management. This combination, along with unique reporting capabilities enabled by enhanced technology, has allowed the firm to provide a high level of support for affluent families in concert with their business management and legal advisors. Click here to visit our wealth management site and explore the future you've always dreamed of. Investment and advisory services are offered exclusively through: Raymond James Financial Services, Inc.