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: 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.
Q4 2023 Podcast: Energy and Materials Update
In this episode of InFocus, Mike Gassewitz, President and CEO at TriCert Financial Group, is joined by TriCert Investment Counsel Portfolio Manager Grayson Waechter, CFA®, to discuss the energy and materials sectors.
Q4 2023 Podcast: Electrical Utilities and Telecom Update
In this episode of InFocus, Mike Gassewitz, President and CEO at TriCert Financial Group, is joined by TriCert Investment Counsel Portfolio Manager Nicholas Leach, CFA®, to discuss the electrical utilities and telecom sectors.
TriCert partner Chartered Professional Accounting (CPA) firms