Oliver Lee

TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients. TriCert Financial Group, in conjunction with our partners, provides tax planning, financial planning, investment management and insurance services. With 25 years of demonstrated expertise, clients benefit from the integration of their trusted accountants’ business, tax and financial planning advice, TriCert Investment Counsel’s portfolio management, and TriCert Insurance Agency’s ADꓯPT process. TriCert Investment Counsel was founded over 25 years ago by two visionary accountants who recognized their clients could be better served by providing a sound, disciplined investment management approach alongside the integration of trusted accounting expertise into financial planning and wealth optimization. Today, we manage over $3 billion in assets on behalf of thousands of clients. Our QSect approach matches a client’s investment profile with a tailored portfolio designed to meet their goals and provide peace of mind through volatile markets. Seamlessly working with your accountant and financial planner, your portfolio manager takes a holistic view of your financial affairs, aligning your investment plan with your tax and financial plans. TriCert Insurance Agency’s ADꓯPT insurance diagnostics is a powerful tool of TriCert’s integrated approach focused on fulfilling lifestyle protection and tax optimization strategies. Using our accountants’ ADꓯPT process, clients’ needs and priorities are considered before a commission-agnostic, optimized solution is CPA-reviewed and presented to the client. TriCert Private Wealth, a division of TriCert Investment Counsel, is our service offering for clients who do not have a relationship with one of our partner CPA firms. We’re happy to integrate with your CPA.