Trident Wealth Management is a boutique strategy consulting firm whose services are modeled after leading management consulting firms serving Global 500 corporations. Trident’s services are tailored to meet the needs and objectives of mid-market domestic wealth management businesses to help executives make better decisions, convert those decisions into actions, improve competitiveness, and achieve their revenue growth and profitability objectives.
We provide the following services:
- Installation of a management by objectives framework
- Current business assessment
- Current and future market assessments
- Recommended product and/or service strategy, including pricing strategy
- Recommended product and/or service sales and distribution strategy, assistance with implementation
- Formulation of strategic marketing plan, including corporate communications and messaging along with implementation
- Review of operations and technology, and recommended enhancements or replacements
- Review of investment philosophy, methodology and processes. Provision of research, due diligence and advisory services as required.
- Review of organizational structure and resource allocations
- Evaluation of organic growth versus growth by acquisition alternatives
- Formulation of exit strategies for investors, family members, employees
- Integration of succession planning strategies