Trident Wealth
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Statement of Core Values

Our clients shall come first
Central to the core values of Trident Wealth Management is the belief that in all matters, our clients shall come first.

Welfare of our team members
The next most important element of our practice is the welfare of our team members. Without our clients we would not have reason to exist, but without our dedicated team members, we would be unable to serve the investment needs of our clients who have entrusted us with their financial peace of mind.

Truthful, fair and beneficial to all
The third most important element of our business is the firm itself. It shall always be our duty to make certain that whatever we think, say, or do is truthful, fair to all concerned, creates goodwill, builds friendship and is beneficial to everyone.

With gratitude for our clients, team members and friends, we dedicate ourselves to these core values.

8655 E. Via De Ventura, Suite G-200, Scottsdale AZ 85258
Telephone: 480.346.1333 | Fax: 480.346.1112