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Morris Nutt is CEO and Owner of Trinity Capital Management with teams and strategic partners in Memphis, Atlanta, Denver, Dallas, New York City and Tampa. A Fiduciary and Hybrid Registered Investment Advisor serving wealthy investors in forty-two States, Morris specializes in advanced portfolio management with an emphasis in tax reduction, income creation and estate protection. He accomplishes this by utilizing rare opportunities in structured insurance application, alternative strategies and high-level portfolio management. He also specialized in helping Business Owners with advanced business exit strategies. Advisory services offered through Kingswood Wealth Advisors (KWA) an SEC registered investment adviser. Securities services offered through Kingswood Capital Partners. LLC (KCP) member FINRA/SIPC. KWA and KCP are affiliated entities.
Morris Nutt is CEO and Owner of Trinity Capital Management with teams and strategic partners in Memphis, Atlanta, Denver, Dallas, New York City and Tampa. A Fiduciary and Hybrid Registered Investment Advisor serving wealthy investors in forty-two States, Morris specializes in advanced portfolio management with an emphasis in tax reduction, income creation and estate protection. He accomplishes this by utilizing rare opportunities in structured insurance application, alternative strategies and high-level portfolio management. He also specialized in helping Business Owners with advanced business exit strategies. Advisory services offered through Kingswood Wealth Advisors (KWA) an SEC registered investment adviser. Securities services offered through Kingswood Capital Partners. LLC (KCP) member FINRA/SIPC. KWA and KCP are affiliated entities.