Integrating three certified professionals AccountingFinancial PlanningInvestment Management to deliver results for our clients.
INTEGRATION DELIVERS RESULTS
Optimize tax, achieve goals, and have peace of mind while doing it.
TriCert Financial Group 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.
TriCert integrated services
Accounting
TriCert Financial Group 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. Working with your accountant and financial planner, our portfolio managers take a quality, sector-based (QSect™) approach to investing.
Independent CPA firms
+$2.5B
Assets under management
Years in business
Latest InFocus Insights
Q4 2023 Podcast: Healthcare Update
In this episode of InFocus, Mike Gassewitz, President and CEO at TriCert Financial Group, is joined by TriCert Investment Counsel Portfolio Manager Brian Durno, CFP®, CFA®, to discuss the healthcare sector.
Trusts Matter: Navigating Changes in Tax Reporting
In this special episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, delves into the complex world of trust reporting and the recent legislative changes. Joined by Connor Gates, CPA, CA, CFP®, a seasoned accountant and partner at one of TriCert’s accounting partners, they explore the nuances of trust arrangements with a focus on tax reporting requirements for bare trusts used in common financial planning tactics.
Q4 2023 Podcast: Industrials and Technology Update
In this episode of InFocus, Mike Gassewitz, President and CEO at TriCert Financial Group, is joined by TriCert Investment Counsel Portfolio Manager Dave Gill, CFA®, MBA, to discuss the industrials and technology sectors.
TriCert partner Chartered Professional Accounting (CPA) firms