Triton Wealth Management offers Financial Planning, Investment Management and Tax Preparation and Planning for its clients.
As a resident of Queen Anne’s County, Wayne Zussman noticed there were no independent fee-only financial planners on Maryland’s Eastern Shore. He believed his unbiased approach was much needed locally and started Triton Wealth Management, located in Chester’s Red Apple Corner Plaza.
Triton Wealth Management is different from other investment firms in that most others do not involve themselves in their clients’ taxes. Wayne believes that taxes are an integral part of any financial planning or investment strategy since they account for approximately one-third of most people’s income. Wayne says he never understood how other advisors worked with clients and never addressed issues related to their tax situation.
Triton offers its services to anyone who desires to improve his or her financial well-being. The company specializes in assisting clients who realize retirement is not far off and those going through a life-changing event such as divorce or loss of a spouse.
Triton Wealth Management currently employs seven people and maintains offices in Annapolis, Gaithersburg and Easton. Members of the team hold the following designations: Certified Financial Planner (CFP), Certified Public Accountant (CPA), Certified Senior Advisor (CSA) and Certified Divorce Financial Analyst (CDFA). With those designations come many required hours of continuing education each year to better assist clients.
Employee’s of Triton Wealth Management are true to their profession and have obtained the education, training and certifications necessary to be able to sit across from a prospective client and know they can help. They provide a different approach than the big firms, banks or insurance companies in that as advisors they are 100% independent; they do not sell any products. The employees are compensated only for the advice they provide and not by commissions on sales. Wayne believes that this allows them to be totally unbiased in the recommendations they make, and clients appreciate that Triton employees’ goals are totally aligned with theirs.
In order to better serve the community, Triton also conducts classes through Chesapeake Community College. Their next course is entitled “Gaining Financial Control of Your Divorce” and will be held on December 5th at both the Stevensville and Centreville branches of the QAC public libraries.
Triton’s community involvement goes beyond financial planning. Wayne is the treasurer of Talisman Therapeutic Riding in Grasonville. His associate Karen Baer is on the board of Crossroads Community, Inc. and the Chesapeake Women’s Network. They also are members of the Queen Anne’s and Talbot Chambers of Commerce. Triton has held financial literacy camps for teenagers with all proceeds going to CBEC. Triton Wealth Management supports the Waterfowl Festival in Easton each year. Personally, Wayne is involved with Maryland Special Olympics and the local chapter of Boy Scouts of America.
Wayne has lived in Grasonville in the Prospect Bay community for over eight years with his wife and two sons, aged 16 and 14. He is a graduate of the State University of New York with an Accounting Degree and earned an MBA in Finance from Pace University and the College of Financial Planning. He enjoys spending time outdoors with his boys. His hobbies include photography, golf and racquetball.
Call Wayne and his team at Triton Wealth Management at 1-866-880-7500, and learn how they can assist you with all your financial needs. For more information go to www.TritonWM.com