Triad Wealth Partners

🎉 Huge congrats to our own Dani Hampton IACCP®, named a 2026 #Wealthies finalist for Chief Compliance Officer of the Year! This recognition celebrates the best in the wealth management industry, and Dani's dedication to compliance excellence makes this so well-deserved. We're proud to have her on the Triad Wealth Partners team! Winners announced September 10th. Join us in celebrating Dani and all the finalists! 👏

We're proud to share that our Chief Compliance Officer Dani Hampton IACCP®-Hampton, has been named a finalist in the 12th Annual WealthManagement.com Industry Awards! Over the past two years, Dani has played an instrumental role in Triad Wealth's growth, helping strengthen our firm and support our advisors and staff every step of the way. Congratulations to Dani and all of this year's outstanding finalists. View the full list here! https://lnkd.in/eC9-zick

We're proud to share that our Chief Compliance Officer Dani Hampton IACCP® has been named a finalist in the 12th Annual WealthManagement.com Industry Awards! Over the past two years, Dani has played an instrumental role in Triad Wealth's growth, helping strengthen our firm and support our advisors and staff every step of the way. Congratulations to Dani and all of this year's outstanding finalists. View the full list here! https://lnkd.in/eC9-zick

Markets move fast, and portfolios need to keep up. Our chief investment officer Brent Coggins was recently featured in WealthManagement.com.pl where he shared how we are adapting our approach to portfolio construction to reflect today’s evolving market environment. He discussed how we are introducing more cyclicality into our models, exploring opportunities globally, and navigating volatility while keeping our focus on liquidity and long-term outcomes. Read the full Q&A for Brent’s perspective on how Triad stays disciplined, flexible and ready for whatever comes next. https://lnkd.in/eRFeCWeZ

In a choppy market, advisors need confidence in their strategies to help clients stay disciplined, diversified, and focused on what matters most. Our chief investment officer Brent Coggins joined Zephyr’s Adjusted for Risk podcast to share how Triad Partners supports independent advisors with research-driven investment strategies, covering topics from stretched valuations to structured and outcome-oriented solutions that help manage risk. Tune in to hear Brent’s perspective on prudent portfolio construction, emerging ETF trends worth watching, and why short-term forecasts can have limitations. https://lnkd.in/eajApfuX

We’re growing and fast. And we’re not hiring “positions”, we’re building a team of leaders. If you want to do meaningful work, with great people, and still have a life…Do Business and Do Life (DBDL) with us and join the Wolfpack. Apply at https://lnkd.in/ga2cENdU #DoBusinessDoLife #TriadPartners #NowHiring

Another great Lunch N’ Learn in the books! This months Lunch N' Learn was a powerful reminder of why the Triad Wealth team is such a driving force behind our members’ success. Their systems, support, and heart-centered leadership help advisors build the practice, and life they’ve been dreaming of. 🙌

Two Years of Triad Wealth 🎉 Celebrating two years of growth, impact, and partnership. This team continues to set the standard for excellence, and they're just getting started!

Triad Wealth unpacked the power of Investment Policy at Day 1 of The Table! This was a focused, in-depth experience designed for advisors who want to sharpen their edge and lead their clients with confidence. From the philosophy behind stronger investment policies to the tactical steps that drive smarter portfolios, advisors can take back to their firms immediately. 📊 Stronger policies. Smarter portfolios. Better client outcomes. #Table25

Today, Triad Wealth Partners is proud to announce we’ve officially surpassed $1 billion in assets under management! Since launching Triad Wealth in 2023, our team has grown to nearly two dozen investment and financial planning professionals. It’s through the expertise, dedication and client-first focus of our people that reaching this milestone was possible. “Going from zero to $1 billion AUM in less than two years would not have been possible without our team’s relentless focus on our members,” said our chief investment officer, Brent Coggins. “Being obsessed with, and committing to, helping them build businesses of significance is why we were able to achieve this milestone, one we know is the first of many to come.” Read the full press release below. https://lnkd.in/gdXA4qx8