TriMarC Wealth Management
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Independent fiduciary guidance

Trusted wealth management since 1983

Personalized financial counseling, estate planning and investment advice delivered in a fiduciary capacity.

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  • Serving clients since 1983
  • Fiduciary-first advice
  • Personal quarterly reviews
Fiduciary advice

Our Services

Our services include the following areas:

Estate, Gift, and Generational Planning

Comprehensive planning to preserve and transfer wealth across generations.

Income Tax Planning and Preparation

Proactive tax strategies and preparation through a 3rd party affiliation.

Asset Allocation and Risk Tolerance

Portfolios aligned with your objectives, time horizon and risk profile.

Investment Performance Reporting

Clear, regular reporting so you always know how your investments are performing.

Specific Investment Recommendations

Concrete, personalized investment recommendations for your situation.

Property and Casualty Insurance Review

Periodic review of your property and casualty insurance coverage.

Life Insurance and Annuity Analysis

Analysis of life insurance and annuity solutions for your needs.

Banking Services

Guidance and assistance with banking services and relationships.

Business Succession Planning

Planning for the orderly succession and continuity of your business.

A financial advisor meeting personally with a couple

About Us

TriMarC Wealth Management LLC was founded by Mr. Dominick J. Trimarchi in 2012. Mr. Trimarchi has been in the wealth management business since 1983. Most recently, he served as Managing Director – Wealth Management at Leerink Swann, a Boston-based health care investment bank. Prior to Leerink Swann, he held positions ranging from Financial Analyst to Senior Vice President – Financial Counseling at The Ayco Company, a Goldman Sachs subsidiary.

How we work: Our services commence with a personal meeting encompassing an in-depth discussion of a client's background, objectives and expectations. We meet clients at their office or residence. The service is delivered through a series of meetings, usually quarterly. These sessions are designed to allow clients to make decisions for which we maintain the follow-up implementation.

  • Founded in 2012 by Dominick J. Trimarchi
  • In the wealth management business since 1983
  • Former Managing Director – Wealth Management at Leerink Swann
  • Former SVP – Financial Counseling at The Ayco Company
  • Advised CEOs and senior officers of Fortune 500 companies
  • We act in a fiduciary capacity, in our clients' best interests first and foremost
  • Personal meetings at your office or residence
  • Quarterly reviews with follow-up implementation
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Contact Us

We would be glad to hear from you.