Services

TriQuest Equity Management has been helping Hampton Roads residents grow wealth for more than nine years through successful equity management strategies.

From educators to attorneys, shipyard workers to doctors, we help our wide range of clients build wealth through financial strategies that safely and predictably increase money that was sitting dormant in home equity, 401(k)'s, IRA's, Retirement Accounts and other assets.

If retirement worries you and you have equity in your home, or a retirement account like a 401(k), 403(b), TSP or an IRA, we can help you safely grow enough wealth with those assets to live comfortably into your golden years. We provide financial planning for hardworking people who know a lot about earning their money, but little about investing it safely.

We believe in Safe Money, and we only work with money or accounts that are not exposed to the risk of the open market. We believe in a Reasonable Rate of Return averaging between 6 and 8 percent. And, we believe in Simple. If you don’t understand it, you shouldn’t own it.

Tax expert Ed Slott is famous for creating tax-free wealth by using three big benefits in the tax code that most people are not aware of. We agree with Ed's financial strategies and tactics and invite you to view a 10-minute video here that is sure to impact your financial planning knowledge.

Because of the jobs inherent to our region, many residents in Virginia Beach, Norfolk, Chesapeake, Suffolk, Portsmouth, Newport News, Hampton, Williamsburg, Hampton Roads, and the Eastern Shore earn less than $90,000 a year and think there are no financial tools for them. They are mistaken.

The affluent have financial tools. So do hardworking Americans earning less than $90,000 a year -- and that's who we serve with our financial tools.

We accomplish this through one or more of these financial services:

• Retirement Planning
• IRA to ROTH Conversions
• Home Equity Management
• Wealth Accumulation
• Wealth Preservation
• Fixed Index Products

We'll guide you on your wealth-building journey and teach you how to manage your home equity to create wealth, solve IRA & 401(k) dilemmas, structure your life insurance to be an outstanding investment, and access your money tax free at retirement.

Many clients began their wealth-building relationship with TriQuest through one of our seminars designed to educate individuals on how to capitalize on their most valuable assets - their home equity and retirement plan.

An extra house payment is not the answer
A common misconception about the path to financial independence is to pay off the house with extra principal payments on the mortgage. We can show you facts that prove no method of paying extra principal payments is the wisest or the quickest way to accomplish financial independence. A homeowner can accumulate the amount of cash needed to pay off a home just as soon or sooner by using a conservative, tax-deferred mortgage acceleration plan.

The most important elements of home equity management are maintaining liquidity and safety of principal, and creating the opportunity for home equity to grow in a separate side fund, where it is accessible in the event of an emergency.

TriQuest specializes in teaching our clients how to manage and optimize one of the last remaining tax deductions that Americans have left, your home mortgage interest. You can actually pay off a home using a 30-year mortgage in 13 ½ years with the same cash outlay required to pay off a 15-year mortgage. And you can accomplish this by using some of Uncle Sam’s money instead of your own.

Clients accomplish this through our Equity Accumulator Plan which drastically enhances their net worth and often-times generates an extra million dollars or more by safely using idle dollars that are trapped in the equity of their homes.

These accounts have a safe investment strategy that allows you to eliminate stock market risk, keep your investment gains in the up years of the market, and have the strongest guarantees available.

We help individuals understand their most valuable assets in their estate, including their home and retirement plans and how taxation affects them.

About TriQuest Equity Management
We are a financial planning company whose financial advisors specialize in converting deferred taxed IRA’s to tax free ROTH IRA’s, 401(k) strategies, home equity services, equity management, equity for life, home equity management, home equity uses, investment real estate equity, retirement planning, Roth IRA conversions, IRA conversions and fixed index products for clients in Virginia Beach, Norfolk, Chesapeake, Suffolk, Portsmouth, Newport News, Hampton, Williamsburg, Hampton Roads, Eastern Shore, Richmond, and throughout Virginia. Our retirement planning advisors and Roth IRA advisors are the backbone of our equity management company, and separate us from other asset management firms, financial advisor companies, and retirement planning firms.


For a no-cost phone consultation, feel free to call us at (757) 424-8901 or fill out this form.