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Triton Wealth

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  • Phone: (877) 828-8048
  • Email: info@tritonwealth.com

Triton Wealth

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    • Our Process
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Plan Today. Thrive Tomorrow.

Our mission

To professionally support, educate, and provide informed direction to each and every client, developing deep and meaningful relationships that last for generations.

Big Firm Capability.  Small Town Personality.

Integrated Wealth Management.

We understand that trust forms the cornerstone of a successful advisory relationship. We work to earn your trust by first learning all about you, then providing the transparency and objectivity you need to make confident decisions about your wealth. All while embracing a collaborative team approach.

Our only focus is YOU.

As it should be, our CLIENT FIRST approach ensures that your interests are always served before our own.  Let us show you the true meaning of smarter financial planning. 

 

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About Us

Through objective guidance, prudently selected financial tools and indispensable service, we serve a loyal clientele consisting of retirees, families and successful businesses and are dedicated to enhancing their experience to build, preserve, protect and distribute wealth at every stage of life. Simply put, we strive to be our client’s trusted advisor.

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Story
& History

Triton Wealth is a financial services firm that was founded on always putting their clients first.
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Our
Philosophy

As a firm, our focus is to understand your unique goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our unbiased recommendations. Together, we implement those recommendations and monitor your progress to and through retirement.
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Mission
& Services

Our mission is to professionally support, educate, and provide informed direction to each and every client, developing deep and meaningful relationships that last for generations.
More

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Our Services

We are dedicated to providing investment management and strategic wealth planning to retirees, families and successful businesses. Simply put, we strive to be our client’s trusted advisor.

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Our Philosophy

For each of our clients, we strive to enhance their financial independence by providing them with the tools they need to help them build security, stability, and confidence in their financial future.

 

Our Process

A strong wealth management process is the best way to create a more financially wealth plan.

 

Business Succession

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family.

 

Insurance

Insurance is essential to any comprehensive financial security plan.

 

Asset Allocation

Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward.

 

Tax Planning

No one likes taxes. But through the advice of a professional wealth advisor, you can access products and services.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Estate Planning

Planning for the transfer of assets at death is a critical element of retirement planning.

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Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

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Mike began his career in 2004 as a financial advisor with a large national firm in the Minneapolis/St. Paul metro area.  In 2010, Mike and...

Michael J. Ryan, AIF®

Founding Partner, Wealth Advisor

Photo of team member

Wes began his career in the financial services industry in 2004 working for a national brokerage firm in Minneapolis.  Wes holds the...

Wesley T. Hoppe, AIF®

Founding Partner, Wealth Advisor

Photo of team member

Jennifer is a indispensable asset to our team and is often the face or voice that greets and interacts with our valued clients.

She...

Jennifer J. Smith

Director of Client Services

Latest News

Blog & Events

Stay up to date with our latest financial news and events. Register today for one of our workshops or subscribe to our blog.

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A Summary of 2018 Tax Changes

Submitted by Triton Wealth on May 18th, 2018

The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax change in over 30 years. The changes are significant and are likely to affect nearly everyone in some measure; some positively, while others may find themselves with a higher tax bill in 2018.

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Your Emergency Fund and You

Submitted by Triton Wealth on June 28th, 2017

Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But, folks, I’m sorry to say, sometimes storms roll in on the sunniest of days.

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Retire to Happiness: Tips to Thrive in the Next Chapter of Life

Submitted by Triton Wealth on October 5th, 2016

Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what life is beyond long days and meetings and bosses. Unless you own your own business, and even then, you are not your business.

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  • 312 Minnesota Avenue N. Suite 2004 , Aitkin, Minnesota 56431 United States
  • Phone: (877) 828-8048
  • Email: info@tritonwealth.com

Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer. Member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Triton Wealth are not affiliated.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AZ, FL, MI, MN, NV, SD, TX. Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser Cambridge and Triton Wealth are not affiliated.

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