INVEST WITH

Triad Wealth Management provides financial coaching and guidance so that you can confidently achieve your financial goals.

UNDERSTAND THE TRUTHS OF INVESTING

ALIGN YOUR INVESTMENTS WITH YOUR VALUES

MAKE EDUCATED INVESTING DECISIONS

NO ONE SHOULD FEEL LIKE THEY ARE ROLLING THE DICE WITH THEIR FUTURE.

When it comes to investments, many people are confused and overwhelmed. There is too much contradictory information and too often advisors make suggestions based on sales bias and commission based incentives rather than what is right for the client . At Triad Wealth Management, we have a simple process that educates and guides investors to focus on what matters most to them. This can help you with making prudent investment decisions.

AN ADVISOR DEDICATED TO YOU, NOT COMMISSIONS

Work with an advisor who doesn’t just care about selling products and services, we care about you.

DISCOVER THE FREEDOM OF FINANCIAL DISCIPLINE

Avoid the unease and discomfort around investing by executing a disciplined plan.

NO PREDICTIONS,
JUST PREPARATION

Circumvent the pitfalls and traps that await the unwary investor.

LEARN HOW TO BE A PRUDENT AND DISCIPLINED INVESTOR.

SERVICES

Workshops and coaching that educates and guides investors to focus on what matters most to them. Learn what it means to be an investor, and how your brain works around investing. Create new disciplines that work for your unique personality and create an investment plan that works for a lifetime.

YOUR MONEY SHOULD BE A TOOL THAT HELPS YOU LIVE THE LIFE YOU WERE BORN TO LIVE.

ONLINE & LIVE WORKSHOPS

Discover Wisdom, Truth, and Freedom around money and investing through online, and interactive, live workshops. Educate yourself so that you can avoid the investment myths that confuse so many investors.

· Optimizing Your Social Security
· Separating Myths from the Facts - the Story of Investing

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CONSULTING

Get guidance and coaching through the confusing world of investing. I will help you understand why certain investments align with your goals and what fads to avoid.

SCHEDULE AN APPOINTMENT >

REGISTER NOW FOR THE NEXT WORKSHOP

OPTIMIZING YOUR SOCIAL SECURITY

A workshop designed for those looking for answers on how to best receive Social Security benefits. Advanced planning is essential, and the decisions made will have a tremendous impact on the total amount of benefits you receive over your lifetime. This workshop provides a valuable working knowledge of the Social Security benefit as it applies to retirement planning.

THE AMERICAN DREAM EXPERIENCE

The American Dream Experience is a compelling encounter with clear, life-altering truths about economics and investing. This is your opportunity to discover what investing really is, how it works, and how it can fulfill on your purpose for your life

LEARN HOW YOUR MONEY CAN HELP YOU DISCOVER YOUR TRUE PURPOSE

Triad Wealth Management Inc. works with a thrid party money manager who understands the importance of helping families gain access to their financial goals, dreams, and freedom. With high investor expectations and ethical standards, Triad Wealth Management, Inc. chose this relationship because of their integrity and long- term investment strategy.

INVEST IN YOUR FUTURE / LIVE LIFE ON YOUR TERMS

Getting Started is Easy!

SCHEDULE AN APPOINTMENT

Schedule an Appointment to review where you are now and how investments should align with your values and goals.

A CUSTOM PLAN

We’ll create a custom plan based on what matters most to you and organize it in a way that is easy for you to understand.

INVEST WITH CONFIDENCE

We walk alongside you while we execute your plan. Together we’ll watch the potential of your investments working for you, giving you the life you were born to live.

ABOUT BONITA

After the crash of 2008,
I said there has to be a better way!

After spending 10 years climbing the ranks of the life insurance industry and working as a registered representative, I began to feel like a cog in the system. It seemed like I was working more for my company’s commissions than my client’s best interest. In 2009 I decided to leave the big corporate world, opened an independent insurance practice and set my own path, based on what was best for clients. In 2014, I started my registered investment advisory business (Triad WM). These decisions were governed by doing what is right for my clients, rather than increasing a large conglomerate’s bottom line.

I’m passionate about helping my clients plan for, and manage the financial aspects of investing. I specialize in planning and guidance for those who are just now developing a lifelong plan, as well as those close to retirement.

9 STEPS TO HEALING YOUR FINANCES

The COVID-19 virus has infected a lot more than people. Even if you don’t have the virus, chances are it’s had some impact on your money and personal finances.

IT'S TIME FOR FINANCIAL FREEDOM

Explore a compelling encounter with clear, life-altering truths about economics and investing.