TRUMPLER WEALTH CONSULTING
“People do not care how much you know until they know how much you care.”
Teddy Roosevelt
C-level
Wealth Management Executive
30 years
of perfecting professional skills,
enhancing trade knowledge
and building Resource Network
in all disciplines:
Trust Administration
Trust Accounting Systems
Trust Custody and Operations
Trust and RIA Compliance
Marketing and Sales
Trust M & A and Due Diligence
Crisis Management
US Navy pilot and retired Navy Captain
void of fatal mistakes
System analyst and programmer
foolproof processes
Philosophy Studies
critical thinking
Turned around
5 trust companies and 2 non-profits
"Dick is a fantastic business consultant who has actually lived the talk for 40+ years running both big and medium sized trust companies. A great listener who is not afraid to tell you his opinion and not simply what you want to hear, his pragmatic approach to being a consultant combined with deep connections in the industry have been invaluable to our company's growth. He is truly the first call I make when we need help – whether that is staffing challenges, growing pains, software upgrades, fee structures, or pitch documents!"
Greg Bowman, CPA
Chief Executive Officer
Northwest Trustee and Management Services
Spokane, WA
“It has been my distinct pleasure to work with Dick Trumpler over several years while he was with NY Private Trust Co, and most recently as a consultant. His business acumen, insight, diligence and professionalism make our relationship one of my most valued, and his personality has resulted in a friendship that transcends business.”
Louis W. Pierro, Esq
Founding Partner
Pierro, Connor & Strauss, LLC
"I worked with Dick Trumpler for six years while he led our team by focusing on the strengths of each individual, creating a cohesive, goals-based group. We consistently met our goals and had fun in the process. I recently had the opportunity to work with Dick on a project to analyze my current business to potentially expand the scope of the business. He patiently guided me through the, planning and budgeting process, while pointing out many items I had not considered. His approach to consulting is goals-oriented, professional and transparent. I am delighted to have had the opportunity to work with Dick again and highly recommend his services to improve, enhance and grow a trust business."
Theresa L. Hughes
MBA, CTFA, AEP
Individual Delaware Trustee
Manage by Inclusion
high level of communications to ensure everyone feels valued and can "buy in" to pending changes
Thrive on a Positive Attitude
always kindness and respect. A positive attitude exceeds any other trait for achieving success and fulfillment.
Stay Focused
in an age of multi-tasking and constant distractions, focus is a rare commodity which is essential to success
Treat Everyone Equally
regardless of position or role,
with respect and kindness
Be Patient
yet balance patience with the need
to meet goals and objectives
Maintain Integrity
avoid multiple agendas and duplicity