Five Star award winner Sean McVey

Retirement Planning for the 21st Century - Smart Tips for Successful Investing

At Trilith Wealth Management, we offer a holistic suite of services designed to meet every aspect of your financial and personal needs. At the core of our approach is Detailed Financial Planning—the central spoke that drives and connects every other part of your wealth journey. By integrating expert advice across a variety of services, we ensure your life goals are not just met but fully covered.

Detailed Financial Planning

Comprehensive and personalized planning is at the heart of everything we do. We help you define your goals, analyze your financial landscape, and create a roadmap that aligns all facets of your financial life, ensuring your plans are cohesive and actionable.

Wealth Management

Tailored investment strategies designed to grow and preserve wealth, aligned with your unique vision for the future.

Tax Strategies & Estate Planning

Proactive tax planning and estate strategies focused on minimizing liabilities, preserving assets, and ensuring a lasting legacy. Our expertise includes estate tax and GST tax mitigation solutions.

Insurance Solutions

Protection for every stage of life, including Life, Disability, and Long-Term Care insurance, along with Property & Casualty coverage, to safeguard your family and assets from unexpected events.

ERISA & 401(k) Plan Design

Custom retirement plan solutions for businesses, ensuring compliance with ERISA standards and helping employees build a secure financial future.

At Trilith Wealth Management, "Your Life, Your Goals, Fully Covered." With our Detailed Financial Planning at the center, we connect every piece of your financial puzzle to help you achieve true financial wellness.

All the Best

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This award was issued on 03/01/2025 by Five Star Professional (FSP) for the time period 05/15/2024 through 12/13/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 898 Southwest Florida-area wealth managers were considered for the award; 81 (9 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 769, 76, 10%, 2/1/24, 5/15/23 - 11/30/23; 2023: 642,76, 12%, 2/1/23, 6/13/22 - 12/9/22; 2022: 740, 73, 10%, 2/1/22, 6/14/21 - 12/10/21; 2021: 750, 66, 9%, 2/1/21, 6/1/20 - 12/18/20; 2020: 687, 74, 11%, 2/1/20, 5/20/19 - 12/20/19; 2019: 707, 68, 10%, 2/1/19, 5/30/18 - 12/20/18; 2018: 646, 63, 10%, 2/1/18, 6/2/17 - 12/27/17; 2017: 477, 124, 26%, 1/1/17, 4/26/16 - 12/21/16; 2016: 426, 128, 30%, 1/1/16, 7/31/15 - 12/31/15; 2015: 685, 161, 24%, 2/1/15, 7/31/14 - 12/31/14; 2014: 883, 142, 16%, 2/1/14, 7/31/13 - 12/31/13; 2013: 651, 158, 24%, 2/1/13, 7/31/12 - 12/31/12; 2012: 590, 163, 28%, 2/1/12, 7/31/11 - 12/31/11.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.