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Educational Videos

The advice provided in these videos are for general advice only. They have been prepared without taking into account your objectives, financial situation or needs. Before acting on this advice, you should consider the appropriateness of the advice, having regard to your own objectives, financial situation, and needs. Where quoted, past performance is not indicative of future performance. Triumph Capital Management and eMoney disclaim all and any guarantees, undertakings and warranties, expressed or implied, and shall not be liable for any loss or damage whatsoever (including human or computer error, negligent or otherwise, or incidental or consequential loss or damage) arising out of or in connection with any use or reliance on the information or advice. Investing in securities is subject to a number of risks and is not suitable for all investors. Investors should carefully consider their investment objectives, risk tolerance, financial situation, and other information before investing. Triumph Capital, LLC is an independent firm with securities offered through Summit Brokerage Services, Inc., member FINRA, and SIPC. Advisory services offered through Triumph Capital Management, a registered investment advisor.


Financial planning is about more than just managing money. It’s about setting goals for your future and taking steps to achieve those goals. A trusted advisor can help set you on the right path.

You Got This!

We understand how important it is for you to meet your financial goals and plan for success in your future. But we also understand how much time and energy it can take, and that working on your financial future may fall by the wayside.

Your Greatest Assets

Sometimes it helps to know someone is in your corner. Learn how we can help you navigate the complexities of building wealth and how to put a plan in place to manage your financial future.

Not Your Fathers Retirement

Your idea of retirement is probably much different from that of your parents. Your saving strategy should be too. By starting now and taking an active role in planning, you can positively impact your future.

A Lesson In Educational Planning

They've spent 18 years teaching their child. But when it comes to funding an education, parents may be the ones who need a lesson. Learn how we help guide families on strategies and options for funding education.


Taking Care

Caregiving responsibilities primarily fall to women—a reality that can impact their ability to plan and save for retirement. Learn how to plan for your financial future so that caring for your family doesn't have to mean sacrificing your financial security.


Young At Heart

The world looks different today than it did for your parent's generation. Similarly, retirement looks different too. Learn how we can work together to develop a comprehensive plan for a secure and prosperous retirement.

Leaving A Legacy

Enjoying your retirement also means planning for what's next. See how we can work together to create an estate plan that can help ease the transition and protect your family.

Protecting Those You Love Most

Learn more about financial strategies that can help women protect themselves and their families, should something unfortunate occur.


Business Planning

When the time comes, it’s important that you’re prepared for a smooth ownership transition of your business. This video explains how we can work together to prepare a plan for you.

Buy or Lease a Car

Your children may need some guidance when it comes to deciding whether or not to buy or lease a car. This video helps explain the benefits and drawbacks of each option.

College Savings

Higher education provides your children with lifelong advantages. This video explains the importance of getting started with a college savings strategy as soon as possible.


Digital Advice

Having a financial plan can give you the confidence to invest with your entire financial picture in mind. Our self-guided, digital planning tools are backed by expert advice so you can begin building your financial future with the personalized support you need.

Elder Care

Taking care of your parents can be emotional and expensive. Watch this video to learn about steps you can take to overcome these challenges.

Get Started

Take the first step toward achieving your dreams by setting goals and making a plan for your future.

Asset Allocation

Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk.

Annual Review

A lot can happen over the course of a year. Your annual review will ensure that your financial plan aligns with your investment goals.

Creative Planning

Comprehensive financial planning draws upon both sides of the brain. To achieve successful outcomes, creativity will remain a central theme throughout your financial lifecycle.