Trilogy Financial Launches Tax and Consulting Services Unit
Trilogy Financial has launched an affiliated company, Trilogy Tax & Consulting LLC, to offer tax preparation and consulting services to its clients.
Irvine, Calif. – Trilogy Financial, a national financial advisory firm managing over $5 billion in client assets, has established an affiliated entity, Trilogy Tax & Consulting LLC. This new company will provide tax preparation and consulting services to Trilogy's existing client base.
The launch aims to expand the firm's service offerings beyond traditional investment management. According to CEO Jeff Motske, the increasing complexity of clients' financial lives necessitates specialized tax services. The new unit will also support Trilogy's independent financial advisors by offering them resources to manage client tax matters.
Trilogy Tax & Consulting LLC will enable advisors to connect clients with tax professionals for preparation and consultation. The service is designed to proactively identify tax planning opportunities and integrate tax mitigation strategies into clients' financial plans. This coordinated approach is intended to enhance client service for individuals, families, and business owners.
Founded in 1999, Trilogy Financial focuses on empowering financial advisors and promoting financial independence for individuals. The firm currently oversees and services more than $5 billion in client assets.