Trident Wealth

Trident Wealth is a private wealth advisory practice based in Annapolis, Maryland, serving clients locally and nationwide, including a growing client base in Sarasota, Florida. The firm helps individuals and families clarify their financial goals and develop personalized plans to pursue them. Its services include comprehensive financial planning, wealth management, portfolio construction and risk management, retirement strategies, career-focused wealth-building guidance, estate strategy, and support with insurance and tax-related financial topics.

Trident Wealth works with women, career professionals, pre-retirees and retirees, and high-net-worth individuals, tailoring its guidance to each client’s circumstances and stage of life. Its approach centers on understanding goals and risk tolerance, creating and implementing a comprehensive plan, and tracking progress through ongoing financial planning. The firm emphasizes access to curated resources, clear communication, and long-term client relationships. Prospective clients can schedule an appointment to discuss their needs and determine whether the practice is a suitable match. Securities and advisory services are offered through LPL Financial, a registered investment adviser and member of FINRA and SIPC; availability is subject to applicable state registration and licensing.