Trilogy Capital, the wealth management firm headquartered in Irvine, California, announced the acquisition of Westminster, Colorado-based Mountain Capital. Mountain Capital had over $1 billion in total client assets. The acquisition represents Trilogy’s largest deal of the year and its second Colorado location.
“Mountain Capital is a perfect fit for Trilogy and demonstrates our commitment to intelligent inorganic growth,” said Jeff Motske, Co-Founder, President and CEO of Trilogy. “Mountain Capital shares our commitment to long-term client relationships, fiduciary advice, and thoughtful financial planning, so the cultural fit is exceptional. We are very excited to be able to attract high-caliber people to Trilogy.”
Mountain Capital was founded in 2011 by U.S. Marine Corps veteran and former airline pilot Brandt Burns, its CEO. The firm serves individuals, families and small businesses, with a focus on aviation professionals. Its advisors include current and former pilots, airline leaders and other industry experts. Trilogy said the advisors’ aviation experience informs the financial guidance they provide.
According to Trilogy, Mountain Capital will retain its brand, leadership team, advisors and staff, and client disruption should be minimal.
“Partnering with Trilogy allows us to maintain our firm’s personalized service and expertise, while enhancing additional offerings that matter most to our clients,” said Burns. “This important move for our firm will not replace what we’ve built. It will strengthen it.”
In addition to financial planning and investment management services, Mountain Capital offers tax preparation and consulting services for pilots and aviation professionals, a service started by Michelle Burns, Co-Founder and Vice President of Mountain Capital, who was a Senior Manager at United Airlines for 14 years. These services will be combined with Trilogy’s existing capabilities available through the recently launched Trilogy Tax & Consulting.
“As the wealth management industry grows more complex, remaining independent may no longer be the best option for achieving strategic growth plans and supporting client needs,” said Jason Inglis, Chief Development Officer of Trilogy. “Trilogy is well positioned to help accelerate Mountain Capital’s growth and provide the resources, freedom and flexibility to build on their past success.”
Motske added, “In Mountain Capital, we found a partner that shares our values and long-term vision for the future. Together we can thrive in today’s ever-evolving landscape.”
Trilogy Financial was founded in 1999 and established its RIA, Trilogy Capital, in 2016. With this acquisition, Trilogy raises its total assets to over $6 billion and has 11 regional offices.
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