Trilogy Financial launches tax consulting unit

Trilogy Financial, an Orange County-based financial advisory firm, has launched Trilogy Tax & Consulting LLC, an affiliate company that will provide tax preparation and consulting services.

Trilogy’s advisors will now be able to connect clients with tax professionals for tax preparation and advice – including identifying tax planning opportunities and integrating tax mitigation strategies in financial plans.

“We are excited to continue building out our capabilities available through our affiliated businesses with the addition of our new tax and consulting offering,” said Jeff Motske, co-founder, president, and CEO of Trilogy. “The launch of Trilogy Tax & Consulting reinforces our ongoing focus on partnership, organic growth and delivering differentiated resources to help advisors better serve clients.”

Trilogy in 2016 launched Trilogy Capital, a registered investment advisor firm.

Founded in 1999, Trilogy works individual, family, and business-owner clients across the country. The firm has more than 180 employees listed on LinkedIn and 10 offices nationwide, 

Trilogy has practices in 401K and retirement planning, wealth and asset management, estate planning strategy, investment strategy, college and education planning, and insurance services.