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- Custodian
- RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-04-1999
- Office Locations
- 1
Office Locations
About Tricord Wealth Advisors
Tricord Wealth Advisors guides retirees and business owners through retirement income, tax-aware wealth management, and legacy planning. The firm builds customized plans that integrate faith- and values-based investing, including screening existing holdings for alignment, and provides ongoing reviews as client needs change. Led by advisor Joe Finneran, the practice emphasizes values-driven portfolio construction and long-term legacy outcomes.
Team overview
Insights
Investment Themes
Services
Owner & Executives
JOSEPH DANIEL FINNERAN
Chief Compliance Officer, President
- CRD
- #1045946
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,700,000 | -- |
| Total | $7,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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