Kicking off the New Year with Big News! We’re excited to announce three incredible new additions to the Triad Wealth team. Please join us in welcoming: David Seufer, CFA, CFP® Kenzie Welter Jackson Sheputis, CFP® Each of them brings a wealth of talent, passion, and expertise to our team, and we can’t wait to see the amazing impact they’ll make as we continue to grow. Here’s to a great 2025 and the exciting road ahead!
Triad Wealth Partners
Financial Services
Triad Wealth works with independent advisors seeking more from business and life.
About us
At Triad Wealth Partners, our metric for success is simple: Bringing more freedom to Members’ lives and their businesses. That’s because we’re not just another vendor. We’re a team of seasoned RIA leaders dedicated to shouldering the weight of portfolio management and time-consuming back-office to-dos so you can get more out of your business and more out of your life.
- Website
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https://triadria.com/
External link for Triad Wealth Partners
- Industry
- Financial Services
- Company size
- 11-50 employees
Updates
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Our CIO Brent Coggins shared his perspective on private risk assets and their favorable outlook heading into 2025 with InvestmentNews. “Higher expected growth, inflation that's higher than we'd like but not overly restrictive on the economy, plus positive real yield should all support various private assets in one way or another. Looking at them relative to the public markets, we'd look to marginally increase exposure to private assets starting next year, but more so from a long-term, strategic diversification standpoint as opposed to making a purely tactical decision.” Brent explains some of the key factors he’s monitoring in the full article at InvestmentNews: https://lnkd.in/g2qU74G7
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The panel discuss today at #MSUM24 on all-in-one tech stacks, specialized software, and AI did not disappoint. Thank you MarketCounsel Consulting for having our own Sara Baker, JD, LLM on stage with the talented and impressive Alison Susko and Nathan Lukow!
Is it time to skip the #Frankenstack for the modern investor? Our own Alison Susko (VP of Community) took the stage today at MarketCounsel Consulting #MSUM24 with Nathan Lukow of Andes Risk and Sara Baker, JD, LLM of Triad Wealth Partners to share how wealth management firms are increasingly turning to specialized software solutions in lieu of “Frankenstacks".
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Triad Wealth Partners reposted this
And the Dundie goes to … We kept our love of The Office going with our first annual Dundie Awards. 🏆🍾 What a night and so thankful for this team (and to Megan Tetuan and Lyndsy Dvorak for turning this idea into a true expierence). Had so many laughs and love adding to the traditions we’re creating. Congrats to all of our Triad Wealth team Dundie winners! Triad Wealth Partners | Triad Partners #dbdl
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Triad Wealth Partners reposted this
We’re feeling grateful—how about you? Happy Thanksgiving from our Triad team! 🦃✨
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Triad Wealth Partners reposted this
Best part about Schwab Impact 24’ was watching two of the smartest and hardest working people I know do their thing. Jennifer (Jenny) Park and Lyndsy Dvorak made so many connections and made Triad shine. There’s a lot going around about brand right now, but what’s your brand without incrediblely talented (and fun) people. Your people and culture are everything. Shout out to Charles Schwab for putting on an incredible conference. It was one for the books. Triad Wealth Partners | Triad Partners #dbdl #SchwabIMPACT
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Triad Wealth Partners reposted this
Triad Partners <> Intention.ly at #SchwabIMPACT #DBDL Positive vibes Sara Baker, JD, LLM, Joe Steuter, Lyndsy Dvorak, Jennifer (Jenny) Park
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Triad Wealth Partners reposted this
One year ago today Triad Wealth Partners officially launched with our first client. What a ride it’s been and so thankful for this team! It truly has been a team effort and not just with Wealth, but everyone at Triad Partners. The people, the culture, the community - it’s something very special. We also went all in on our anniversary being on National Pickle Day (hence all the green and even a pickle shirt 😂) and that’s here to stay. Thank you to Jayna Terhune for knocking our celebration out of the park and putting so much love and attention into every detail. Those details and level of caring is what it’s all about out. Cheers! #dbdl Shawn Sparks Dani Hampton IACCP® Lyndsy Dvorak Brent Coggins Joe Mikuls, MBA Blake Matzke Mark Raggett Cody Augustus IACCP® Christy (Drake) Dodge Jennifer (Jenny) Park Scott Rinehart, CPA Brennan Sarbaugh Ayre Williamson -Shilling Dante Smith Mitchell C. Hockenbury Daniel Kulibert
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Our team continues to grow and we couldn’t be more excited for Cody Augustus IACCP® to join the compliance team as our Director of Compliance. Cody brings an incredible background and skillset for our members and we can’t wait for them to work with Cody! Welcome to the team! Triad Partners #dbdl
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Triad Wealth Partners reposted this
Ready to run with the #wolfpack?! 🤝 We're looking for some talented, motivated, DBDLing individuals to join our team! ▲ Graphic Designer ▲ Operations Coordinator ▲ IT Managed Service Operations Manager ▲ Relationship Manager ▲ Digital Strategy Manager ▲ Executive Assistant Join a group of people who have the same calling you do-- building a business & life of SIGNIFICANCE. #DBDL Apply now on our career page! ➡️ https://lnkd.in/g-kvYdkw