Broker Check

1355 Fremont Avenue, Idaho Falls, ID 83402

208-542-0161
Client Login

Our Practice

Our Vision

To be the source for our clients and our community for sound financial advice rooted in sensible strategies delivered by caring, committed professionals.

Your Navigational Aid

Your Navigational Aid

Trimp Wealth Management Inc. is dedicated to helping individuals, families, and small businesses reach their immediate financial needs as well as their long-term goals through education, strategic planning, and a commitment to success. Just as a lighthouse serves as a navigational aid to boats in treacherous waters, Trimp Wealth Management strives to be a source of navigation and light to clients in the financial industry.

Rooted in a strong conviction and desire to do business the right way, we value high ethical standards and respect for our clients in all that we do.

At Trimp Wealth Management you will find that we work to combine your personal values and goals into a comprehensive investment plan of action, implementation, and review. Our heart-felt commitment to putting our clients’ needs first drives our high-level, professional approach to financial services. 

Experienced in helping individuals, businesses, non-profits, and foundations plan for their financial futures for more than 20 years; Trimp Wealth Management can help you develop a strategy that integrates investment planning with sustainable solutions, even as your needs change. Our process can connect you to your investment strategy in a refreshing, revealing, and personal way. We can help you answer that critical financial question, “How am I doing?”

Our Qualifications

We have provided value and personalized services to investors for over 20 years. We use our extensive personal and professional experience in all areas of investment planning to help you pursue your goals. With our experience, Trimp Wealth Management Inc. can help you navigate the industry with advice and guidance to lead you to a bright future. We hold multiple professional designations and are registered to provide a variety of financial products and services best suited to your needs. We look forward to speaking with you!

Certified Financial Planner™ Certificate

A CFP® certification has demonstrated extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for clients. Awarded by the Certified Financial Planner Board of Standards, Inc., the CFP® certification is one of the most recognized certifications in the financial services industry. To earn the CFP® certification from the Certified Financial Planner Board of Standards, Inc., a Financial Advisor has met rigorous education, examination, experience and ethics requirements.

Accredited Asset Management Specialist

The Accredited Asset Management Specialist (AAMS®) is a professional designation awarded by the College for Financial Planning. The Accredited Asset Management Specialist (AAMS®) professional designation is recognized as an industry benchmark for asset management credentials. It also is endorsed by the top financial firms. Only financial professionals like Jack who successfully complete a self-study program, pass an exam, and agree to comply with a code of ethics are allowed to use the AAMS® designation.

Send us a message

Thank you!
Oops!