Receive professional guidance on retirement funds, children’s education, charity donations, and family savings. Build your personal finances all while making a worthwhile contribution to the community.
“We are working hard to build not just another financial planning practice. We are working hard to build something beautiful that encourages our investor to become loyal fans.”
- Morris Nutt
Comprehensive Financial Planning
Our work involves identifying client-based needs and goal planning.
Retirement and Income Planning
Life, Disability, and Long-Term Care Insurance Planning
We strive to make a difference in the community by sponsoring local organizations such as:
FedEx Family House
American Cancer Society
St. Jude Children’s Research Hospital
Toys for Tots
*Raymond James is not affiliated with any of the above organizations.
Our Areas of Focus
Trinity Capital Management is comprised of world-class team members unified in their vision to deliver world-class service in 3 main focus areas. Each one is firmly committed toward providing lasting and top-notch solutions that will help our valued clients achieve the financial independence they desire.
We help investors answer the question they ask themselves daily either consciously or unconsciously: “Do I have enough?”
History and Philosophy
Morris Nutt created Trinity Capital Management, an independent firm in 2003, with the aspiration of being the preeminent provider of financial planning. Morris’ entrepreneurial drive and the desire to build a legacy were the main reasons for his move in starting an independent financial services firm.
The independent Raymond James investment platform was selected by Morris and his team because it offered and currently offers the most attractive combination of freedom to conduct business as he originally envisioned coupled with the back office support, professional investment research, and name recognition of Raymond James.
In 2014, Morris began earnestly searching for the ideal financial planning model of the future: one where investors were more in control of their financial futures working alongside the guiding hand of their supportive financial advisors.
Thus, the seeds were sown and what started as a mere vision morphed into reality in May of 2016, as the debut of Trinity Capital Management, LLC burst into the scene.
Trinity Capital Management is a SEC registered investment advisor .
Advisory services offered through Trinity Capital Management, a registered investment advisor. Securities offered through Chalice Capital Partners, LLC , member FINRA/SIPC. Trinity Capital Management and Chalice Capital Partners are affiliated but do not share common ownership.