Trifecta Wealth Management is a San Diego-based wealth management firm focused on helping individuals and families build financial plans around their life vision. Its philosophy centers on three principles: Purpose, People, and Process. The firm aims to act as a family’s personal financial director, coordinating the interconnected parts of a financial life and helping clients pursue their goals with confidence.

Its services span relationship management, high-net-worth services, insurance, cash-flow analysis, charitable giving, estate planning and trusts, tax mitigation, investment management, and retirement planning. Trifecta presents its offering as a coordinated, one-stop approach to wealth management and invites prospective clients to schedule a complimentary consultation.

The website identifies Chad Waters as a registered representative associated with LPL Financial, through which securities and advisory services are offered. LPL Financial and Trifecta Wealth Management are separate entities. Services and business discussions are limited to residents of states where the associated representative is properly registered or licensed. The firm is located on High Bluff Drive in San Diego, California.