We’re proud to have been in business for over 30 years, and to have helped so many people on their journey to financial confidence. A core part of our philosophy is recognising that no two people or businesses are the same, and our value lies in our ability to provide advice tailored for each client’s individual circumstances.

The foundations of the advice we provide are the values and needs uncovered during a series of discovery activities, as well as face to face discussions. During this process we get to know a clients true values and intentions for their life, which influences their financials.

Treysta Wealth

Mark Nagle

This department provides expert guidance and support to clients, helping them navigate financial decisions and strategies.

Advisory Services

This department manages financial records, ensures compliance with regulations, and oversees budgeting and reporting.

Accounting Department

This department manages client relationships and ensures customer satisfaction.

Client Services

This department provides strategic oversight and direction for the organization.

Executive Leadership

This department manages financial planning, analysis, and advisory services to support organizational objectives.

Treysta Wealth

Org chart

Teams

Advisory Services

Accounting Department

Client Services

Executive Leadership

Finance Department

Offices

Treysta Wealth

Org chart

Teams

Advisory Services

Accounting Department

Client Services

Executive Leadership

Finance Department

Offices

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