Trivest Wealth

TriVest Wealth, part of Wellington-Altus Private Counsel, offers advanced tax & estate planning, discretionary wealth management services.

TriVest is a conservative investment manager that focuses on managing risk and capital preservation while still targeting attractive longer-term rates of return for our clients. We also offer outsourced Chief Investment Officer services for those high net worth investors and family offices looking for an independent audit and ongoing oversight of their existing investment managers and portfolios.