Integrating three certified professionals AccountingFinancial PlanningInvestment Management to deliver results for our clients.
INTEGRATION DELIVERS RESULTS
Optimize tax efficiency, achieve goals, and have peace of mind while doing it.
TriCert Financial Group (TriCert®) integrates the expertise of accountants (CPAs), financial planners (CFPs), and portfolio managers (CFAs/CIMs) to deliver results for families, individuals, private companies, estates, and trusts.
Integration Delivers Results for our clients.
Starting with trust and expertise
The journey typically starts with your CPA and a holistic tax plan.
We create a unique goals-based plan
Through an iterative approach with your tax plan, your CPA and CFP work together to build your financial plan, which may include a lifestyle protection and tax efficiency diagnostic (ADⱯPT®).
We are investors, not traders
TriCert Investment Counsel’s QSect® investment approach focuses on diversified, quality, sector-based investments that align with our investment principles and your unique circumstances.
TriCert® integrated services
Accounting
TriCert Financial Group (TriCert®) is owned by accountants for accounting firm clients. Typically, you will begin your TriCert® journey with your Chartered Professional Accountant (CPA) and the creation of a household-centric tax plan.
Financial Planning
Through an iterative approach with your tax plan, your accountant and financial planner work together to build your financial plan, which includes a proactive lifestyle protection and tax efficiency insurance diagnostic (ADⱯPT®).
Investment Management
TriCert Investment Counsel is a registered portfolio management firm wholly owned by TriCert Financial Group (TriCert®). Working with your accountant and financial planner, our portfolio managers take a quality, sector-based (QSect®) approach to investing.
Independent CPA firms
+$3B
Assets under management
Years in business
Latest InFocus Insights
TriCert® partner Chartered Professional Accounting (CPA) firms
