Trinity Wealth Management merges with Skyway Financial Planning
For Immediate Release:
July 27th, 2022
Trinity Wealth Management Group, Inc. with offices in Tampa and Clearwater to merge with Skyway Financial Planning.
2 Tampa Veterans join to form a $275M AUA Financial Planning firm.
Clearwater, Florida - Trinity Wealth Management Group will merge with Skyway Financial Planning firm and the combined firm will operating under the name Trinity Wealth Management Group. After teaching Retirement Income courses together at the University of South Florida and a many collaborations together for the benefit of many clients over the years, Bill Romanello of Skyway Financial Planning and Adam Parks of Trinity Wealth Management Group are no strangers to working together. Hence why the formal decision to merge both companies isn’t particularly surprising.
“Bill and I have worked really well together over the years. We share a lot of the same values and want the same things for our clients. My entire team and I have been looking forward to working more closely with Bill and his clients for a while now. We are excited to meet everyone,” expressed Mr. Parks, the founder of Trinity Wealth Management Group, in a fairly recent address.
“Well, I’m not going anywhere anytime soon (laughs), I still love what I do. But it’s nice to be working with Adam and his team and it’s nice knowing that when I hang up the calculator one day, our clients are in expert hands,” comments Bill Romanello, Managing Partner at Skyway Financial Planning L.L.C
Following the merger of the 2 companies, the combined assets under advisement will reach over the $275MM mark. The merger seems to be a promising one given the history of both companies, especially considering that they have shared a close relationship over the years. This recent development is set to increase the business’s ability to effectively serve its customer base by bolstering an impeccable line of financial services.
For more information about our firm and the services, we offer visit us at Trinity Wealth Management Group.
About Trinity Wealth Management Group: Adam Parks founded Trinity Wealth Management Group in 2015 as an alternative to the ‘big box’ firms of today. Trinity is a Private Wealth Management Group that focuses on the fiduciary obligation to its clients through independent, objective, fee-based advice. Partnering with Cambridge Investment Research, an award-winning broker-dealer, we can offer honest, unbiased advice for the benefit of the client, not the company.
About Skyway Financial Planning: Skyway Financial is an independent financial services firm with over 35 years of experience in providing unbiased retirement advice for clients. With a holistic view of your retirement challenges in investments, taxation, and insurance.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. Trinity Wealth Management Group and Skyway Financial Planning are not affiliated with Cambridge. For information about your investment professional, please visit BrokerCheck for more information. Securities offered in AR, MO, NV, NJ, VA, WV, MA, FL, CA, CO, GA, IL, IA, UT, DC, NC, NY, AK, VA, NM, OH, PA, TX, WA, WV. Insurance offered in FL, IL, IA, CA, TX, NV, VA, UT,