Our firm was founded with the goal of assisting our clients in every aspect of their financial
lives. We work closely with clients to help them pursue their goals.
Our staff consists of experienced professionals with a hands-on approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality. We want to have long-term relationships with our clients.
|Firm Start Year:||2010|
|Name of Broker/Dealer:||Summit Brokerage Services, Inc.|
|States Licensed in:||(AZ)(CA)(CO)(CT)(FL)(GA)(ID)(IN)(IA)(KS)(MN)(MO) (NV)(NM)(NY)(NC)(PA)(SC)(TN)(TX)(UT)(VA)(WV) (WY)|
|Number of Years with Current Firm:||3|
|Work Experience:||Triumph Capital Management Summit Brokerage Services, Inc. J.P. Turner & Company, LLC Raymond James Finanancial Services, Inc AXA Advisors, LLC|
|I work with the following types of clients:||Non-Profit Organizations , Individual Investors , Businesses , Investment Clubs|
|Investment Types:||Mutual Funds , Options & Futures , Alternative Investments , Exchange Traded Funds (ETFs) , Bonds , Stocks , Annuities , Insurance , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via phone , At my office , Video Conference , Via email , At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life , Health , Long Term Care , Variable Life|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$0|
|Compensation Methods:||Based on Assets|
|Bachelor Degree: Business||
Colorado State University
Investment Advisory services are offered through Triumph Capital Management, a registered investment adviser ("RIA"). Triumph Capital, LLC is an independent firm with securities offered through Summit Brokerage Services, Inc., member FINRAandSIPC
Mr. Eichenwald is the CEO and Senior Investment Executive with Triumph Capital Management. He is a graduate of Colorado State University with a Bachelor's degree in Business Administration with a focus on Finance and Real Estate. Mr. Eichenwald holds a Retirement and Estate Planning Certificate from the University of Pennsylvania Wharton School of Business. He holds the following securities registrations, Series 7, 66 and 24 and is also licensed to offer life, disability, health, and long-term care insurance.
Mr. Eichenwald has enjoyed a long career in financial services. He has worked at some of Wall Streets largest financial institutions including Raymond James, AXA Equitable, and Salomon Smith Barney. He manages wealth for individuals, corporations and non-profit institutions. Mr. Eichenwald assists clients of Triumph Capital Management on their lifetime financial and strategic goals through sound asset management, risk planning, retirement planning, and advanced estate planning techniques.
Financial Advice & Consulting
One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. Our commitment here at Triumph Capital Management is helping individuals work towards achieving their financial goals so they can pursue a worry free retirement. The first step is understanding your options, and that begins with a quick phone discussion to answer your questions, and if warranted, discuss the next steps in our no commitment Financial Planning Process
Financial Planning for Individuals
Every individual we work with is in different financial situation, and through our 5-Step process we learn about yours and develop a strategy specific to your needs.
Financial Planning for Businesses
Business owners work around the clock to take care of their customers, employees, and family. Thats why they need an advisor team to help take care of them. We work with businesses of all sizes to prepare the appropriate plans.
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 5:00 PM|