Trumbull Wealth charts and navigates safe courses for our clients both in times of clear sailing and roiled seas. A good captain knows when to trim the sails and when to ease them, when to skirt the storm and when to shelter in port. Similar standards apply to wealth management. Managers who refuse to change course in rough seas needlessly risk the safety of their cargo. Connecticut is the home of Trumbull Wealth Management. The firm’s home state has a long and storied maritime history and that tradition of careful navigation is integral to Trumbull Wealth’s approach to asset management.
On capital investing, the firm believes that capital investment is not only important to generate wealth for our clients, but it also serves to improve the well being of communities around the globe. By fostering economic growth both in emerging and mature markets, Trumbull Wealth’s efforts to stimulate commerce and financial markets result in tangible gains for the communities where the firm operates.
Our goal is to provide institutional and qualified investors an opportunity to invest in diversified markets which we believe have been overlooked or undervalued by others in the investing world. In addition, Trumbull Wealth is a careful steward of our clients’ capital. While we strive to create lasting value for our clients, our guiding principle is the capital preservation of our clients’ assets.
Trumbull Wealth Management, LLC was founded by Matthew Titley and Heynard L. Paz-Chow in January 2015. The firm’s postal address is:
Trumbull Wealth Management
26 Deerwood Drive
Bethlehem CT 06751
(475) 675-0775
About our team
Heynard Luis Paz-Chow
Heynard L. Paz-Chow is the Co-Founder and a Senior Partner of Trumbull Wealth Management, a Private Equity firm headquartered in the state of Connecticut. Mr. Paz-Chow has been involved in all phases of the firm’s development since its founding in 2015. He is actively involved in managing the Firm and serves on Private Equity Investments and Portfolio Management Committees.
Mr. Paz-Chow has a history of supporting education and schools and has donated to charities such as Communities in Schools. He also promotes international relations and investments from the U.S. to other regions of the world, specifically to Latin American countries in order to create opportunities for both entities through market based entrepreneurship and mutual interests.
Matthew Titley
Matthew Titley is the Co-Founder and a Senior Partner of Trumbull Wealth Management. Prior to the founding of Trumbull, Mr. Titley was the founder and President of SOS Consulting, and IT consulting firm in Connecticut. Spending over twenty years in the field of Information Technology, Mr Titley accumulated broad expertise in a range of technologies from security and intrusion prevention, to Internet architecture and network design. In addition to IT systems, Mr. Titley served as IT business consultant to a wide range of industries: Finance, Manufacturing, Human Resources, Publishing, Medicine, Transportation, Retail, and Non-Profits.
John H. Titley, J.D.
John Titley serves as the firm’s legal counsel. In addition, Mr. Titley serves as Chief Compliance Officer for Trumbull Wealth. Mr. Titley is a graduate of the University of Pennsylvania Law School and is a member of the Connecticut Bar Association.
You can read more about our firm at the SEC website via this link or this URL:
http://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=281613