Broker Check

979-245-0649

2041 Avenue F. Suite A
Bay City, TX 77414

281-363-0930

26515 I-45 North
Spring, TX 77380

281-313-4015

235 River Grove Road
Sugar Land, TX 77478

 

About

About Trilogy Wealth Management

Trilogy Wealth Management (TWM) is a conglomeration of Farrar Financial Group, Shock Financial Group, Wright Financial Group, Mark Hudec, Jim Kalinowski, and Chris Christensen. TWM was established in 2015 and has locations in Bay City, Sugarland, and The Woodlands, Texas. These six founding members have about 120 years experience combined.

Through Trilogy University, TWM offers educational seminars on the state of the stock market, 401k planning, Teacher Retirement System of Texas, Social Security, Real Estate Investment Trusts, and business development companies.

Future seminars could include tax planning, insurance planning, Medicare planning, and other subjects upon request. Our focus is to help you make smart money choices.