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Monday 8:30am - 4pm Tuesday 8:30am - 4pm Wednesday 8:30am - 4pm Thursday 8:30am - 4pm Friday 8:30am - 4pm

Trident Wealth

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Annapolis, MD
Trident Wealth

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10/23/2026

Join us in congratulating Nic on becoming fully licensed with Trident Wealth! He recently passed his Series 66 and Maryland Life and Health Exams.

10/19/2026

No two clients are the same. Nor are their portfolios. The strategies that serve someone building wealth at 55 look very different from those preparing for retirement at 65. That's why it's critical to take a multi-layered approach that allows us to use a mix of strategies to pursue your goals.

10/15/2026

🗓️ Medicare Open Enrollment Starts October 15!

Medicare Open Enrollment is a great time to review your coverage for the year ahead. Whether you're reviewing your own plan or helping a spouse, parent, or loved one, it's important to make sure you understand your options.

✔️ Review your current Medicare coverage.
✔️ Consider whether your healthcare needs have changed.
✔️ Check your plan options for the upcoming year.

Important dates to remember:
🗓️ October 15 – Open Enrollment begins
🗓️ December 7 – Open Enrollment ends

Save this post as a reminder, and feel free to share it with a friend or family member who may find it helpful!

09/24/2026

Do you have a long-lost retirement account left with your former employer?

09/15/2026

This week is National Assisted Living Week.

Deciding when a loved one should move to an assisted living facility or nursing home is never easy.

However, if their health declines or caregiving becomes overwhelming, it might be time to consider other options.

Hold a family meeting to discuss, check finances to plan for costs, and build a support network with family, friends, and neighbors.

Stay informed and make the best decision for your loved one’s needs.

Learn more: https://www.nia.nih.gov/health/assisted-living-and-nursing-homes/long-term-care-facilities-assisted-living-nursing-homes

09/05/2026

Football is back! 🏈 Who are you cheering for this season?

09/01/2026

Join us in wishing Kevin a very Happy Birthday! 🎉 He is such a valued and integral part of Trident Wealth.

📸Photo: © Maureen Porto Photography

08/31/2026

As August comes to a close, it's a good time to think about your estate plan.

Estate planning is about more than assets. It also involves preparing for how important decisions and responsibilities may be handled in the future.

A few areas to consider:
💭 Updating your will
💭 Reviewing powers of attorney
💭 Considering plans for future generations
💭 Taking steps that may help reduce potential stress for loved ones

Every family’s situation is different, and estate planning can evolve as life changes.

08/28/2026

Retirement strategy should begin before middle age. Starting young gives your savings more years to grow and compound. The earlier you begin, the earlier you can build a habit of saving.

08/26/2026

Estate planning involves more than just having a will. From healthcare and financial documents to beneficiary designations and important records, an estate management checklist can help you keep track of everything.

Learn more: https://www.tridentwealth.com/resource-center/estate/estate-management-checklist

Address

711 Bestgate Road, Suite 201
Annapolis, MD
21401

Opening Hours

Monday	8:30am - 4pm
Tuesday	8:30am - 4pm
Wednesday	8:30am - 4pm
Thursday	8:30am - 4pm
Friday	8:30am - 4pm

Website

https://www.tridentwealth.com/

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