January 2026: Letter from the CEO

Thirty years ago, in 1996, we founded Trinity Strategic Wealth. We began with a vision to offer comprehensive financial planning that included strong investment performance, high-quality relationships, and lower costs.

Today, that vision remains the same – to help clients pursue their lifetime goals and
values.

Many of you have trusted us through career changes, business successes, market cycles, retirement, and the transition from one generation to the next. We are truly blessed and honored to walk alongside you through these meaningful moments.

When we first opened our doors in 1996, the Olympics were held in Atlanta, the #1
movie was the science fiction flick Independence Day (long before theatre recliners!), the Spice Girls were filling stadiums, the Dallas Cowboys won Super Bowl XXX (back when they were actually good), and something novel called Hotmail was introduced.

How the world has changed since then, but the most important aspects of financial planning and wealth management have stood the test of time: great service, valuable education, and well diversified investments to help clients achieve their dreams.

In 1996, we started with $20 million in client assets. Today we steward over $1.6 billion in client assets across 44 states. We are proud to be among the top ten offices nationwide utilizing the Raymond James Custody Services platform, and as our own independent Registered Investment Advisor, we are now launching new services to include estate and tax planning.

Our highest priority has always been, and will continue to be, providing you with a first-class experience and building long-term relationships that instill confidence and deliver steady progress toward your goals.

Thank you for being part of our 30-year journey. This milestone is as much about you as it is about us, and we look forward to honoring you while celebrating many more years ahead together. Details on special anniversary events will be coming soon. We hope you will join us!

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- Mike Mazzei, CFP®, MPAS®, Chairman and CEO