Private Wealth Management

Trident Wealth Advisors was founded on three fundamental pillars; trust, service, and experience. As an independent registered investment advisor, we are dedicated to understanding your unique needs and achieving your objectives utilizing a full range of strategies and solutions. Focusing on a limited number of clients allows Trident Wealth Advisors to provide the personal attention and access you deserve.

Trident Wealth Advisors utilizes a conservative yet customized approach in managing each client's investment portfolio. Mr. Lyons has gained his insight and experience over the past 25 years by working directly with high net worth families and business owners. He has earned both the Chartered Financial Analyst (CFA®) and Certified Financial Planner™ (CFP®) accreditations. Mr. Lyons has lived in Bay Head, NJ for the last 20 years with his wife and two children.

We encourage you to explore our site to learn more about Trident Wealth Advisors and contact us with any questions.


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