Our Services

The team at Trinity Capital Management in Germantown, TN offers a broad range of wealth management solutions. From professional asset management to trust services, our innovative strategies will help build financial independence.

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
  • Estate Planning
  • Education Planning
  • Charitable Planning

Savings and Donations

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.

Assets and Investments

We offer professional asset management,  mutual funds, individual stocks, bonds, cash management account and alternative investments.

Corporate Services

Our firm provides corporate executives and business owners with specific solutions to the challenges of managing a company – often the most important asset you own.

Credit, Lending, and Cash Management

Our credit, lending, and cash management services deal with both sides of your professional balance sheet, including your borrowing and cash management needs.