How we began.
Just over 13 years ago and in search of my “second act” career, I was presented with the opportunity to become a financial advisor. As I contemplated the decision, I wondered if I was too old or if it was too late to make this kind of career change. Thankfully, I listened to a trusted advisor more than the voice in my head—and I learned that my combination of life experiences, my drive to continually learn, and my genuine desire to connect with people would lead me to build a rewarding career. I am thankful I took that chance because this has been a journey that’s been more than I could ever have anticipated.
Janet Morrow, Owner
How we’re growing.
When my daughter, Taylor, was facing a crossroads of her own, I shared my spark of an idea with her and asked her to join me in bringing my vision to life. The rest, as they say, is history and, here we are: Trinity Park Wealth Co. Ltd.
Taylor brings with her a wealth of knowledge, a compassionate nature, and her keen business sense that has, in a short period of time, led to designing and implementing processes that makes connecting with our clients easier.
How we can help.
Our goal? To make financial planning accessible to those who have a keen interest in partnering with a financial advisor.
Over time while working with many wonderful clients, it became more and more apparent that Trinity Park Wealth Co. isn’t about selling products. Rather, it’s about taking the time to ask the tough questions, to sometimes sit together to sort through that shoebox of papers, to authentically connect with my clients as individuals—this became the path to understanding who they were, and how I could best support them in building a financial plan that aligned with their goals.
So, what exactly does a financial advisor do, you may ask?
Good question! We listen, we educate, we seek to understand what’s important to you in all things that impact your financial well-being.
If this resonates, we’re here for you.
