Expert Team
Innovative Approach
Our story blends industry experience with a fresh perspective to deliver innovative financial planning solutions for today.
Our journey began with a simple but powerful realization - traditional financial services firms weren’t meeting the needs of people like us.
How We Began
Just over 13 years ago, in search of my “second act” career, I was presented with an opportunity that would change my life: becoming a financial advisor. As I weighed the decision, doubts crept in—was I too old? Was it too late for such a bold career change? Thankfully, I chose to listen to a trusted advisor instead of my inner critic. That decision, guided by my diverse life experiences, my relentless drive to learn, and my genuine passion for connecting with people, led me to build a fulfilling and rewarding career. It’s a journey that has surpassed every expectation, and one for which I’m immensely grateful.
— Janet Morrow, Founder
A Vision for Change
When we first started, we followed the conventional path of financial services—focusing on investments, insurance, and the usual tools of the trade. Through this experience, it became clear that the traditional approach was missing something crucial. It didn’t resonate with the people we knew—those navigating the complexities of today’s world. A new perspective was needed—one that truly understands the unique needs and aspirations of individuals like us.
Ten years from now, Trinity Park will have reshaped the financial services industry. Financial planning will be the norm rather than the exception, and people will feel confident discussing money, goals, and the knowledge and tools they've gained. Trinity Park will be a cornerstone in communities, creating welcoming spaces—both online and in person—where financial conversations become as natural as any other part of daily life. Our impact will be seen not only in the growing community of financially savvy individuals but also in the increasing number of people pursuing careers in financial services.
What Sets Us Apart
At Trinity Park Wealth Co., we offer more than just financial planning; we offer a partnership. We understand the challenges you face because we’ve faced them too. Whether it’s managing day-to-day expenses, balancing single parenthood, or navigating career transitions, our services are designed to be practical, approachable, and tailored to help you reach your financial goals.
Our mission is to share the knowledge we’ve gained and empower you to achieve your financial goals with clarity and confidence. Whether you’re just starting your journey or looking to refine your strategy, we’re here to guide you every step of the way, making the process less overwhelming and more appraochable.
How We’re Growing
As my daughter, Taylor, faced a crossroads in her own life, I shared with her a vision that had been brewing in my mind. I asked her to join me in making it a reality. From that moment, Trinity Park Wealth Co. Ltd. was born, and together, we embarked on this exciting journey.
Taylor brings a unique blend of expertise, compassion, and sharp business instincts. In a short time, she has revolutionized the way we connect with our clients, making our processes more seamless and our service more impactful.
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