Serving High-Net-Worth Families in Southern California since 2015

It is to my great fortune to have met Chad Waters 7 years ago! My husband and I signed up with Chad to manage our portfolio. When Chad started his new business, Trifecta Wealth Management, we were all too happy to follow him, and Heather St. Amour, Trifecta's Branch Operations Manager. We trust them for our financial management and peace of mind, and whenever I call, the phone is answered immediately or I'm called back within minutes. It's so wonderful learning from Chad's expertise if I have a question or concern, he is so knowledgeable. I have recommended Trifecta to all of my friends and family. We are extremely satisfied clients!

My wife and I have worked with Chad Waters for 10 years since he knocked on my door a year before our retirement. Usually I shoo away people selling services but there was something about Chad that made me want to hear what he had to say. In our experience Chad and Heather have always had our best interests at heart. I find that they are always available. They have our absolute trust with our money for our financial plan and retirement savings. We look forward to a continued relationship with Trifecta Wealth Management, LLC.

Chad Waters and Heather St. Amour of Trifecta Wealth Management are a wealth of knowledge and they are always well prepared for our quarterly meetings. They are very patient with our questions and always provide knowledgeable answers. They always provide a great long-term plan and always take into account our risk tolerance. They always stay in touch and respond to our emails or phone calls in a timely manner. If my wife or I do not understand something they explain it in simple terms.

It is a pleasure to work with Trifecta Wealth Management as they are responsive to our needs and clearly communicate retirement planning options.

I've worked with Chad for over three years, and he's the first advisor I've had who explains things in a way I actually understand, no finance degree required. He walks me through my options so I feel like a real part of the planning and decision-making, not just along for the ride. Heather makes the whole experience even better; she goes above and beyond to make me feel like a valued client. Between the two of them, the level of care and attention I get is exactly what I want from a wealth management team.

My wife and I have been working with Trifecta Wealth Management for a few years and could not be happier. Chad and Heather are incredibly responsive and personable. Outside of our scheduled account reviews, they are always available to answer questions or explore options. Chad lays everything out clearly for us and makes sure that we understand our options and the associated tradeoffs. I highly recommend Trifecta Wealth Management.

Over my many years working with Chad and Heather, I have experienced nothing short of exceptional service. I routinely recommend their wealth management and retirement planning services to my closest friends and family members with complete confidence. Beyond their consistent responsiveness, I have developed a profound respect for their financial expertise and strategic insight. As a true testament to this trust, I recently transitioned my company's employee retirement plan to TWM's management. I did so knowing my team's financial futures would be handled with the highest level of care and integrity.

Chad and Heather are an amazing team and they are always there to handle our financial questions and concerns. We feel they always have our best interest in mind. We would and have highly recommended them for financial planning.

I have used Chad Waters as my financial adviser for many years. I changed brokerage firms when he moved to a new one. I find him to be responsive to my requests and helpful with his information. I have been very happy since moving with him, and he never pushes me to do anything or has led me to feel that his advice is because of his desire for commission. Also, I must add, his office is always friendly, efficient, and accommodating.

We have worked with Chad Waters for a few years and have always been very impressed with his responsiveness, his knowledge, his advice and mostly his trustworthiness. He is a pleasure to work with and we look forward to many more years with him and his team.

We have worked with Chad and Heather for years. We feel very comfortable putting our finances in their care, and for Chad to guide us in the right direction. We have no hesitation in recommending their services with complete trust. We look forward to our continued relationship with Trifecta Wealth Management.

Judy and I have been with Heather and Chad for several years, and we find them both very easy to talk to. Chad is managing our accounts in accordance with our wishes, and we have quarterly updates with him to keep things on track. We can, and do, call at other times to discuss aspects of our portfolio, and Chad is always prompt in responding. Judy and I are both happy with the relationship.

We have worked with Chad for years. He is smart, personable, and a good communicator. Not only has he sought to protect our assets over ups and downs, but we have also seen excellent growth. We trust Chad completely. He and Heather are always accessible, responsive, and transparent. If you are looking for a competent, trustworthy, pleasant advisor, I recommend you talk with Chad.

I met Chad Waters many years ago when he knocked on my front door. Since that time Chad has been the only person I would trust with my investments. He is extremely hard working, professional, organized, personable, and really cares about his clients. I have referred several friends/family to him as well (including my own mother). I highly recommend that you reach out to Chad if you have not already. I couldn't be happier with the choice I made all those years ago.

Chad has been my financial planner through multiple job changes, a divorce, a move, and all the financial transitions that came with them, from rolling over retirement accounts to adjusting investment strategies and planning for the future. Throughout it all, he has been a steady, thoughtful advisor. Chad has taken the time to understand my long-term goals and (admittedly low) tolerance for risk, and I appreciate that his recommendations have always reflected and balanced both. I also appreciate that he and Heather are incredibly responsive, proactive, and helpful, taking care of small details as well as major events. Most importantly, I trust Chad and value the peace of mind that his guidance provides.

Chad has done an outstanding job tracking all of my investments, finding the right investments as my needs change. He is tremendously responsive, and his advice has always worked out perfectly for me. Chad and Heather can always be reached and get me answers without delay. Heather updates my accounts efficiently and in a timely manner. I have the utmost confidence in this firm and I rest assured my finances are in good order.

We have been working with our financial advisor, Chad Waters, for three years. He is very professional and has given us advice that has proven to be advantageous. With his guidance, I feel confident that we are prepared for a comfortable retirement. Both he and Heather schedule regular check-in meetings and are exceptional at communicating.

Doug and I have been with Chad & Heather for many years. They are stellar in the financial advice they have given us, the tools that they have to coach us on our budget and the personal approach to our unique needs are all qualities that make them great! We highly recommend them as a team to help manage your finances.

Chad has been my financial advisor for many years. He is smart, educated, kind, transparent, and I am extremely pleased with how he has made my money work for me. If he can't take a phone call he gets back to me as soon as he can. He has talked me down off the ceiling a few times. Further, he is an excellent teacher and explains finance in a way I can understand. I have never, ever felt pressured to follow his advice. He just lays out the facts, strategies, and then I decide. I can't leave out Heather, his assistant. Again, kind, a friendly reminder when I need it, organized, and keeps her eye on what might be coming up for me. I can't say enough great things about this team, and I'm happy to be their client!

We have worked with Chad Waters for many years, since he first began as a wealth advisor, and our experience has been outstanding. Previous advisors we worked with did not have the same personal touch and never showed the same concern and attention to our specific account. I would recommend Chad and his associate, Heather St. Amour, to anyone.

Trifecta Wealth Management has been exceptional in handling my financial needs. Chad and Heather have been outstanding to work with and are really on top of their game.

At Trifecta Wealth Management, I appreciate that Chad takes a holistic approach to our financial situation, not just focusing on our investments. When I speak with Chad, I feel like a valued client. Heather and Chad are responsive and reach out to me proactively. Trifecta Wealth Management has provided exceptional customer service, exceeding the level of service I have received from other advisors. I am so glad we chose to make a change for our future.

Chad is a great listener, really wants to get to know us and our needs, and works diligently to help us reach our goals. He's super responsive, uses great technology to help visualize complicated concepts, and always explains things to help us make the best decisions for our investments and future. Highly recommend Trifecta Wealth Management!