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Trivett Wealth Management
"Investing isn’t about mastering the markets; it’s about mastering yourself "
-Jason Zweig
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WHAT OUR CLIENTS SAY
“Working with Matt to help manage our finances and investments has been great. Not only has he helped educate us on investing, but we have also felt that he truly cares about us as people! I would recommend him to anyone that wants a more personal relationship with their financial advisor.”
Evan and Kaylen Carter, Professional Athlete
This statement is a testimonial by a client of the financial professional as of 12/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
What Our Clients Are Saying
WHAT CLIENTS SAY
“Your financial goals deserve a clear path and a trusted guide. Matt Trivett and his team specialize in creating personalized strategies to help you build, grow, and protect your wealth. From personal experience, I can say that whether you're planning for retirement, managing investments, or navigating life’s financial milestones, Trivett Wealth Management will provide expert advice tailored to your unique needs. Highly recommended.”
Steven James, Author and Entrepreneur
This statement is a testimonial by a client of the financial professional as of 12/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
What Our Clients Are Saying
WHAT CLIENTS SAY
"Matt has been our financial advisor for greater than a decade at this point in time. My wife and I both are health care professionals, and he has been by our side helping us to navigate the vastly different stages of our lives as students, trainees, and now in our established careers. He has been an integral part in our preparation for the future including recommendations regarding debt management, insurance, estate planning, establishing college funds for our children, tax optimization, and retirement planning. He is level headed with a constant focus on achieving our long term goals. He has been a stabilizing force during turbulent economic times when my fears may have otherwise led to counterproductive decisions. With that said, he also has an appropriate respect for the fact that life and family should be appreciated and enjoyed. He has helped us find a fiscal balance that achieves both a responsible respect for future preparedness without missing out on the enjoyment of the life we are living now. He has always been fair, responsive, approachable, knowledgeable, and enjoyable to work with. I hope to continue to work with him for decades to come, and I would happily recommend him without reservation."
Dr. Jason Fogleman, MD, Orthopedic Surgeon
This statement is a testimonial by a client of the financial professional as of 12/16/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
What Are Cleints Are Saying
Dr. Jennifer M. Whittington, MD
Surgical Oncologist
“Matt Trivett has been my financial advisor for over a decade, and I credit him for helping me make savvy and informed decisions about my financial portfolio. Matt has particular expertise in helping physicians navigate sound financial decisions in the ever-changing industry of healthcare. I highly recommend him and will continue utilizing his financial wisdom with my career and estate planning.”
This statement is a testimonial by a client of the financial professional as of 12/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Deborah R. Stairs, PhD
University Professor
“We have been long-term customers/investors with Matt Trivett. With his knowledge and experience, we have been able to grow our portfolio according to the principles, values and plans we set out for our retirement dreams and expectations. When unexpected life events occurred, Matt kept us grounded with calm assurance that our plan is still in place and proper adjustments would be made without compromising our current portfolio. He has seen our highs and lows and is our wise, trusted advisor to navigate through all phases of our concerns. We strongly recommend you use Trivett Wealth Management!”
This statement is a testimonial by a client of the financial professional as of 12/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
![1[1].png](https://static.wixstatic.com/media/4d1f0a_80bff59262ba4c7fb21fdf27188a9d02~mv2.png/v1/fill/w_260,h_260,fp_0.50_0.32,lg_1,q_85,enc_avif,quality_auto/1%5B1%5D.png)
Scott A. Hodge
Attorney
“I have been working with Matt for almost 20 years at this point. I like that I can joke and laugh with Matt and then provide me with measured and serious advice. He has consistently and invariably given me great guidance on my financial journey. And let me say, if you're not reading his newsletter, you are missing fantastic financial and investment analysis.”
This statement is a testimonial by a client of the financial professional as of 12/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
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Dr. Renee Miranda, MD
Specialist in Family Medicine
“Matt has been my financial advisor for the last 7 years. What truly stands out about Matt is his genuine focus on his client’s needs and his personable demeanor. Matt’s professionalism and dedication to prioritizing his clients are the reasons I’ve continued working with him and retained him as my financial advisor, even after relocating to California. I highly recommend Matt Trivett to anyone looking for trustworthy and expert financial guidance. He is the best!”
This statement is a testimonial by a client of the financial professional as of 12/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
What Our Clients Are Saying
“Working with Matt Trivett to help manage our finances and investments has been great. Not only has he helped educate us on investing, but we have also felt that he truly cares about us as people! I would recommend him to anyone that wants a more personal relationship with their financial advisor.”
Evan & Kaylen Carter, Professional Athlete
![1[1].png](https://static.wixstatic.com/media/4d1f0a_80bff59262ba4c7fb21fdf27188a9d02~mv2.png/v1/fill/w_60,h_55,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/1%5B1%5D.png)
“I have been working with Matt for almost 20 years at this point. I like that I can joke and laugh with Matt and then provide me with measured and serious advice. He has consistently and invariably given me great guidance on my financial journey. And let me say, if you're not reading his newsletter, you are missing fantastic financial and investment analysis.”
Scott A. Hodge, Attorney
“Your financial goals deserve a clear path and a trusted guide. Matt Trivett and his team specialize in creating personalized strategies to help you build, grow, and protect your wealth. From personal experience I can say that whether you're planning for retirement, managing investments, or navigating life’s financial milestones, Trivett Wealth Management will provide expert advice tailored to your unique needs. Highly recommended.”
Steven James, Author & Entrepreneur
This statement is a testimonial by a client of the financial professional as of 12/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Dr. Jason Fogleman, MD, Orthopedic Surgeon
"Matt has been our financial advisor for greater than a decade at this point in time. My wife and I both are health care professionals and he has been by our side helping us to navigate the vastly different stages of our lives as students, trainees, and now in our establish careers. Read more.
Dr. Jennifer M. Whittington, MD, Surgical Oncologist
“Matt Trivett has been my financial advisor for over a decade, and I credit him for helping me make savvy and informed decisions about my financial portfolio. Read more.
Dr. Deborah R. Stairs, University Professor
“We have been long-term customers/investors with Matt Trivett. With his knowledge and experience, we have been able to grow our portfolio according to the principles, values and plans we set out for our retirement dreams and expectations. Read more.
Dr. Renee Miranda, MD, Specialist in Family Medicine
“Matt has been my financial advisor for the last 7 years. What truly stands out about Matt is his genuine focus on his client’s needs and his personable demeanor. Read more.