Trident Partners is a team of seasoned Financial Advisors with deep experience guiding affluent families, corporate executives, entrepreneurs, and family offices through the complexities of significant wealth. They provide a boutique investment experience centered around the unique needs of each client, leveraging the strength and global resources of UBS, one of the world's largest wealth managers.
With $3.9 billion in assets under management and a collective 150 years of experience, Trident Partners offers comprehensive wealth management solutions tailored to the sophisticated needs of their clients. Their highly-experienced team focuses on personalized access and service, understanding the intricacies of each client's financial life and providing customized solutions designed to align with their wealth and life goals.
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