Triumvirate Financial Services is a financial planning and wealth management firm based in Huntersville, North Carolina. Led by Jeff Kendall, CFP®, the firm describes its role as that of a client’s “personal CFO,” offering a comprehensive approach designed to connect financial planning with the wider aspects of each client’s life. Its services include customized financial planning, wealth management, and retirement income strategies. The firm notes that many of its clients are in the accumulation stage, while emphasizing that each plan is tailored to individual needs and goals.

Triumvirate supports clients with resources covering retirement, investments, estate planning, insurance, taxes, money, and lifestyle topics. Its website also provides educational articles and videos, financial calculators, research materials, and answers to frequently asked questions. The firm invites individuals to get in touch to discuss how it may help them pursue their financial goals. Securities and advisory services are offered through LPL Financial, a registered investment adviser and FINRA/SIPC member; services are subject to applicable registration and licensing requirements.