Updated:
Trinity Wealth Advisors
Jim Matush established Trinity Wealth Advisors to deliver wealth management, investment strategy, and succession planning to affluent families.
Trinity Wealth Advisors
Jim Matush established Trinity Wealth Advisors to deliver wealth management, investment strategy, and succession planning to affluent families. The firm operates from Dublin with documented ties to St. Louis and maintains a focus on intergenerational wealth preservation. Trinity deploys client assets into real estate, hedge funds, fund-of-funds vehicles, and commodities. It also maintains exposure to private company stock and precious metals. Geographic reach covers North America and Europe. The firm facilitates direct real estate transactions and gifts of property to charities as part of estate planning. Confirmed investment types include philanthropic and mission-related mandates. All listed partners hold CFP or CFA credentials. The firm maintains relationships with multiple custodians including Fidelity, Charles Schwab, Pershing, and SEI. It sponsored the Faith Driven Entrepreneur and Investor Conference in 2022. Trinity structures its advisory work through a hybrid model that combines traditional multi-family office services with separately owned RIA relationships, notably ASA Advisors, Inc.
General information
Firm type
Multi Family Office
Year founded
1998
Location
Region
Europe
Country
Ireland
City
Southlake
Corporate office
Dublin, Ireland
Principals
Jim Matush
Founder
Eric Steiner
Managing Partner
Alan McMullen Smith
Partner and Chief Compliance Officer
James Evens
Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Trinity Wealth Advisors?
Jim Matush founded the firm. Eric Steiner serves as Managing Partner. Alan McMullen Smith acts as Partner and Chief Compliance Officer. James Evens is Partner and CFA Charterholder.
Does Trinity Wealth Advisors participate in fund commitments or only direct deals?
The firm allocates to fund-of-funds and hedge funds while also managing direct real estate positions and private company stock.
What is Trinity Wealth Advisors known posture on co-investments alongside external GPs?
No specific co-investment activity is documented in available records.
Where does the underlying wealth come from?
Wealth origin is not publicly attributed to any single family or industry.
How is Trinity Wealth Advisors related to ASA Advisors, Inc.?
ASA Advisors, Inc. is a separately owned RIA that shares personnel with Trinity Wealth Advisors.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: