What We Do
Empowering You to Reach Your Financial Goals
Whether you are at the starting line, mid-course, or approaching the financial stretch, TriWealth Partners works with you to create a personalized financial plan that suits you and your family. But—creating the plan is just the beginning.
Understanding the big picture and having the confidence to pace yourself during market fluctuations or media gimmicks can make all the difference. Just like training for a marathon, one of the biggest tools for financial success is being mentally prepared.
Depending on your situation, financial planning may include:
- Organizing and prioritizing your goals
- Determining your likelihood to react to market fluctuations
- Retirement planning
- Examining the potential growth of your current investment strategies
- Testing your goals with various “what-if” scenarios
- Insurance planning
- Annuities
- College savings
- Estate planning and taxation flow
Financial Planning
Everyone has a unique life map. Where are you now, and where are you headed? Financial planning can reveal the current trajectory of your savings and investments, offering alternative options to help you pursue long-term goals like retirement, college savings, and money management.
Insurance Planning
Investments are a set of tools to address the goals you set in your long-term financial plan. We’ll work with you to find the right mix of investments that targets your future goals and fits with your capacity to weather the short-term market fluctuations.
Investment Management
Understanding insurance is a critical tool for your financial plan. Insurance forms the foundation of your financial plan by transferring risk of loss from you to the insurance company. We’ll look at life, disability, and long-term care insurance to protect you and your family.
Special Needs
Families of children with special needs have additional life-long personal, emotional, medical and financial factors to consider that require a specialized set of experience. As aChartered Special Needs Consultant (ChSNC®), I provide specialized support as we work through your questions, uncover opportunities, and help you plan for your own retirement—as well as the long-term support for your special needs child.
About Us
With You Every Step of the Way
At TriWealth, we believe long-term investing is all about faith, patience, and discipline. You need to believe in the future, be patient with your investments, and remain disciplined—ignoring market hype and staying the course.
Rather than giving you a plan and sending you on your way, our approach is to understand your financial situation and goals, make intelligent and pragmatic recommendations, and empower you through education.
We meet regularly to make sure your plan is on track—adjusting as needed along the way. Sometimes, it can be helpful to simply connect for a little reassurance. You should never feel like you aren’t in control of your own financial future, and one of the best ways to ensure that is through understanding the bigger picture.
Just like preparing a marathon, investing takes time and discipline. Adopting a slow and steady approach can help keep your mind focused on the grand scheme.
Ed Scheer
MBA, CFP®, ChSNC®
My journey into financial planning and investment management began because I saw that people weren't receiving the support, education, or guidance needed to make informed decisions for their futures. The constant stream of information from the internet and 24-hour news cycle hasn't improved our planning or investing—it has made it worse. With so many sources of information, we often panic and react to the Crisis du Jour, but these reactions are rarely in our long-term best interests.
As an ultra-marathoner, I know that a lifestyle of preparation, training, and pacing helps to guide one towards the finish line. From this insight, I’ve built my practice on an educational foundation—helping clients understand the big picture, and the pros and cons of various actions. The result is an intelligent, thoughtful, and pragmatic approach to financial advice and plan implementation.
Having parents who were teachers, I carry on the tradition by furthering my own education through obtaining CFP® and ChSNC® certifications and by helping others learn and grow in the financial world. I believe education is a powerful tool to empower people to make confident financial choices—even during turbulent times.
Another driving factor behind my professional development is working with special needs families. I live the life of a parent in the special needs community because my son has disabilities. I devote a significant portion of my career to helping families like ours preserve assets and uncover opportunities to pursue their goals. To deepen my knowledge and provide parents and caregivers with more advanced and well-rounded support, I became a Chartered Special Needs Consultant (ChSNC®). This specialized training allows me to serve as a better advocate for families with diverse and complex needs.
Whether you are just at the starting line of your financial planning journey or nearing the finish line, I believe that having an open mind and the motivation to make changes in your life are the biggest keys to success. Together, we can navigate the complexities of financial planning and empower you to pursue your long-term goals.