TRITIS Wealth Management, LLC.

TRITIS Wealth Management, LLC. Our Team: James Triolo-Brandon Curtis-David Sandoval-Daneh Morales; www.TritisWealth.com www.finra.org, www.sipc.org.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. For a list of states in which I am/we are registered to do business, please visit www.tritiswealth.com

Most people know that 65 is connected to Medicare and that Social Security can start at age 62. What many retirees do n...
07/17/2026

Most people know that 65 is connected to Medicare and that Social Security can start at age 62. What many retirees do not realize is that some of the biggest financial decisions of retirement are tied to specific birthdays - and missing them can cost far more than people expect.

Retirement is not only about how much money you save. It is also about understanding the rules attached to each stage of life.

Remembering those who served and sacrificed — with gratitude and respect.
05/21/2026

Remembering those who served and sacrificed — with gratitude and respect.

05/08/2026

New research suggests that the financial and retirement savings differences between individuals with advisors compared to those without offers a compelling case as to why employers should strive to bring financial advice to their entire workforce.

This holiday season, TRITIS Wealth Management is thankful for the relationships we’ve built and the trust you’ve placed ...
12/25/2025

This holiday season, TRITIS Wealth Management is thankful for the relationships we’ve built and the trust you’ve placed in us. Wishing you peace, joy, and financial confidence in the New Year and beyond. Merry Christmas and Happy Holidays! 🎄✨

While we strongly believe that more substantial changes are needed for 401(k), 403(b), and 457 plans, we're encouraged t...
08/29/2025

While we strongly believe that more substantial changes are needed for 401(k), 403(b), and 457 plans, we're encouraged to see progress moving in the right direction!

With two months to go, a newly released forecast projects that every key Internal Revenue Code (IRC) limit for qualified retirement plans will rise in 2026.

08/08/2025

It's official: one of our very own TRITIS Wealth Mgmt family members made it to the Little League World Series in Williamsport, PA. We are so proud of you and the entire team, Benjamin Curtis and Brandon Curtis!
Lamar Little League
Courtney Klasen Curtis James Triolo Daneh Morales

Your Prescription for a Healthy Retirement
06/03/2025

Your Prescription for a Healthy Retirement

05/16/2025

Join our dynamic team of advisors and discover a firm that offers a supportive and family-like environment.

04/30/2025

The 2026 401(k) employee contribution limit is on track for $1,000 increase to $24,500, according to latest Milliman forecast

Address

6542 Greatwood Parkway, Unit C
Sugar Land, TX
77479

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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