About Trinity Financial

Bill Weckesser founded Trinity Financial with the principal goal of assisting our clients with their investment strategies.  Mainly, we help our clients invest for things such as college for their kids and grandkids, liquid reserve funds and retirement assets.  We take a very “hands on” approach that emphasizes service and support.

Our Commitment

Since our structure is advisory our attitude is partnership—an enduring one. For that to work we believe in candor. Our technical term for a bad recommendation is a mistake.  We strive to keep them to a minimum.  We try to avoid unforced errors.  We think long term.  We're generally optimists.  But we agree with Mr. Buffett about being “greedy when others are fearful and fearful when others are greedy.”  And with Mark Twain who observed that “It ain't what you don't know that gets you into trouble.  It's what you know for sure that just ain't so.”