Team Triumph traded spreadsheets for power tools! 🛠️ Together with Logan’s Heart and Smiles, we built a ramp for a Madison family — giving Logan’s friend a safe path home. Service, teamwork, and a few laughs along the way — that’s what we call a good day. Learn more about this amazing organization at logansheartandsmiles.org
Triumph Wealth Management, LLC
Financial Services
Madison, Wisconsin 168 followers
Curating Your Ideal Financial Future
About us
Triumph Wealth Management LLC is committed to becoming your trusted partner in the journey toward financial success. With a commitment to excellence and a focus on personalized service, we offer comprehensive wealth management solutions tailored to meet the unique needs and goals of each client. At Triumph Wealth Management LLC, we understand that financial success is about more than just numbers on a balance sheet. It's about achieving your dreams, protecting what you've worked hard to build, and creating a legacy that lasts for generations to come. That's why we take the time to get to know our clients on a personal level, so we can develop customized strategies that align with their values, priorities, and long-term objectives. Our team of experienced professionals brings a wealth of knowledge and expertise to every client relationship. From investment management, business succession and retirement planning to estate planning and risk management, we offer a full suite of services designed to help our clients navigate the complexities of today's financial landscape with confidence. At Triumph Wealth Management LLC, our success is measured by the success of our clients. Whether you're planning for retirement, saving for your child's education, transitioning out of your business or building a diversified investment portfolio, we're here to provide the guidance, support, and resources you need to help turn your financial goals into reality. Experience the difference that personalized service and a commitment to excellence can make. Contact Triumph Wealth Management LLC today to schedule a consultation and take the first step towards a brighter financial future. Disclosures and licenses: https://triumphwealth.com/licenses/
- Website
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https://triumphwealth.com/
External link for Triumph Wealth Management, LLC
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Madison, Wisconsin
- Type
- Self-Owned
- Founded
- 2006
Locations
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Primary
Get directions
1241 John Q Hammons Dr
Suite 501
Madison, Wisconsin 53717, US
Employees at Triumph Wealth Management, LLC
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Nathan Brinkman MSFS, CAP®, AIF®, CFBS, CPWA®, CEPA®
Founder, Triumph Signature Wealth | Helping Wisconsin’s Business Families Turn Success into Significance
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Mike Garibay
VP of Operations | Driving Excellence in UHNW Client Service at Triumph Signature Wealth | Virtual Family Office Integration & Execution
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Alyssa Brinkman
Investment Operations Manager at Triumph Wealth Management | Grand Canyon University Alum
Updates
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Wondering how the new tax bill will affect your daily and long-term finances? You’re not alone. Set up time to meet with one of our advisors and we’ll work on a plan. Call 608-828-4400 or schedule online at https://bit.ly/4gW7TCQ
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While it’s tough to think about, life insurance helps to ensure your family’s financial needs will be met if something should happen to you. Set up time with one of our advisors and we’ll discuss your options. https://bit.ly/4pDAPn0
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Labor Day is a reminder that the work you do matters. It’s not just about growth; it’s about purpose. The families you support. The communities you strengthen. The legacy you’re building. At Triumph Wealth, we honor the grit behind your goals. Today, we invite you to pause, reflect, and recharge. Wishing you a restful and meaningful Labor Day. 🛠️🏡
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One-third of small business owners don’t have an estate plan in place according to a MassMutual Business Owner Perspectives Study, 2025. Don’t leave your family and your business’ future to chance. Let us ask the questions to help get you started on the process. Schedule a meeting with an advisor at https://bit.ly/4fNHjuP
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🚨Business Owners: 🚨 Losing a key team member can disrupt your business. Key person protection ensures stability and continuity. Plan today to safeguard your success. Contact one of our advisors to learn how we can help at https://bit.ly/3JJkCvO
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AI tools are convenient, but they lack the insight, duty, and judgment needed for real financial planning. We’ll help you build a plan that’s truly comprehensive. Schedule a meeting and get to know one of our advisors at https://lnkd.in/gq-sFeBv