What happens in a first meeting with a financial advisor?

You meet both founders, or a founder and a service advisor, to talk through your goals, family, business and concerns, so both sides can judge the fit.

Our Thoughtful Process:

Centered Around You

At Triton Wealth, we believe true wealth management starts with better understanding you—your aspirations, your deeply held values, your unique family dynamics, and the future you envision. Our thoughtful process is designed to bring you clarity, instill confidence, and craft strategies that truly resonate with your life.

 

FAQ

What should I bring to the first meeting?

Recent account statements, tax returns, insurance policies, estate documents, and any business financials will help us start the conversation.

How often will we meet?

Most clients meet with us once or twice a year for a full review, plus check-ins after major life events, market shifts, or tax law changes.

What happens after the first meeting?

If it's a fit, we gather your documents, build a tailored strategy, and walk you through it. From there, we review your plan regularly and update it as life changes.