Triumph Wealth Management, led by Souheil "Sol" Asmar, offers personalized financial planning services to individuals and small businesses. Triumph examines your investments, tax returns, and other financial documents to help with tax and retirement planning. Triumph operates on a fee-only basis, meaning Triumph doesn't sell products or receive commissions.
Assets Under ManagementN/A
Clients20
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Consulting fee: $200 per hour
- Retainer fee: up to $500 (refunded less hourly fee for time incurred if the engagement is terminated early)
One-Time Plan:Up to $500
Hourly Rate:$200/hr
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