welcome to trivecta consulting group

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At TriVecta Consulting Group, we help families, entrepreneurs, and visionaries build the kind of future they can be proud to pass on. Whether you’re creating a trust, forming a business, or laying the groundwork for generational wealth, we’re here to guide you every step of the way. Our mission is simple: to give you the tools, strategies, and confidence to secure your financial future and build a lasting legacy.

TriVecta Consulting Group was founded in 2021 by three women with a shared dream—to break generational cycles, achieve financial freedom, and build something meaningful for their families and communities.

Like many of the clients we now serve, we started with a deep desire for more—more stability, more knowledge, more power over our financial lives. We didn’t come from trust funds or inherit estate plans—we built them. And now, we’re on a mission to help you do the same.

TriVecta was created not just as a consulting firm, but as a resource, a guide, and a movement for those ready to create lasting change in their lives and the lives of those they love. Everything we offer is grounded in real experience, cultural awareness, and a genuine passion for helping others rise. When we say we care about your future, we mean it—because we’re building ours, too.

We offer strategic planning and legacy services designed to help you build, protect, and pass on your wealth with intention. Our team walks with you through the entire process, making sure your personal, family, and business goals are aligned and structured for long-term success.

• Strategic Financial Planning
  We work with you to create a clear roadmap for your financial future—tailored to your unique family story, goals, and values.
• Business Structuring & Formation
  We help you launch, restructure, or protect your business with the right legal and financial foundation—whether it's an LLC, corporation, nonprofit, or private trust entity.
• Trust Creation & Legacy Planning
  We make trust creation approachable, helping you set up and manage personal, family, and business trusts designed to preserve and transfer wealth securely.
• Multi-Generational Wealth Planning
  We focus on more than just money—we help you think through how your wealth can support your children, grandchildren, and even causes you believe in.
• Fiduciary & Compliance Support
  Whether you’re acting as a trustee, starting a business, or managing an estate, we help ensure you stay compliant with legal, ethical, and financial best practices.

• We’ve Been Where You Are
  Our team knows firsthand what it means to build from the ground up. We approach your planning with empathy, strategy, and real-life understanding.
• Legacy-Focused, Family-Driven
  We help you protect more than assets—we help protect your values, your vision, and your family’s future.
• Guidance You Can Trust
  We bring clarity, structure, and professionalism to a process that often feels overwhelming. You’ll never feel alone.
• Tailored Planning for Real People
  No cookie-cutter plans. Every client is different, and we take the time to understand your story before creating a strategy that fits.
• Empowerment Through Education
  We don’t just do the work—we help you understand it. Because knowledge is the first step to generational power.

• Families & Individuals
  Ready to protect their assets, avoid probate, and create a lasting inheritance for their loved ones.
• Entrepreneurs & Business Owners
  Seeking legal structures and strategic support for sustainable business growth and protection.
• Trustees & Fiduciaries
  Needing clear guidance and reliable tools to fulfill legal responsibilities and honor legacy wishes.
• Community Leaders & Changemakers
  Looking to start foundations, create nonprofits, or build financial systems that serve others long after they’re gone.

• Legacy – We focus on helping you build something that lasts beyond your lifetime.
• Integrity – We act with honesty and intention in every conversation and contract.
• Empowerment – We uplift our clients through education, support, and strategy.
• Excellence – We bring care and precision to every step of the process.

Your vision matters—and your family’s future deserves a solid plan. At TriVecta Consulting Group, we are more than consultants. We are partners in your legacy. Let’s build something powerful, together.

Schedule your consultation today.
Because generational wealth doesn’t happen by chance—it’s created with strategy, intention, and heart