Trilogy Launches Tax and Consulting Services Division
Trilogy Financial, a national financial advisory firm managing over $5 billion in client assets, has launched Trilogy Tax & Consulting LLC. This new affiliated company will offer tax preparation and consulting services to Trilogy's clients, expanding the range of support available beyond traditional investment management. According to Jeff Motske, Co-Founder and CEO of Trilogy, this move reflects a growing need for comprehensive financial solutions as client needs become more complex. The service aims to help advisors integrate sophisticated tax strategies into broader financial planning efforts by connecting them with dedicated tax professionals. Founded in 1999, Trilogy has grown through organic expansion and strategic initiatives such as the launch of Trilogy Capital (2016) and MACK Service Center (2023). The firm emphasizes a collaborative approach to client service across its regional offices nationwide.