TriSummit Investment Advisors has moved to
a new larger office in
Indian Wells, California
Come and Visit!

New location, same priceless advice.

Show me where

Be prepared for every phase of life Planning Services

A successful plan is, by definition, a usable plan — one that maps and informs the family or organization’s activities as part of a long-range view.

Find Out More

pursue Financial Independence and personal freedom Investment Services

At TriSummit Investment Advisors disciplined investment philosophy is a fundamental component of our commitment to you. We take a long term approach to investing while managing risk.

Find Out More

Protect WHat's Most important to you Insurance Services

Planning for the future involves more than investing. Insurance and its role within a well-developed financial strategy is often under appreciated. We can help.

Find Out More

Implement proven strategies for pursuing tangible Growth business services

We provide strategies needed to help your small, medium or enterprise business grow.

Find Out More

Build a Gift that may last for Generations FOUNDATION SERVICES

Foundation Services Group, a division of TriSummit Investment Advisors, can help donors learn how to leave a legacy through planned giving.

FInd Out More

FOR A HIGHER LEVEL OF ADVICE

Welcome to TriSummit Investment Advisors

The professionals at TriSummit Investment Advisors (formerly known as TriSummit Financial), a California Registered Investment Adviser affiliated with broker/dealer LPL Financial. TriSummit Investment Advisors offer Certified Investment Management Analysis (CIMA) and Consulting (CIMC) for individual investors, foundations, and endowments. We take great pride in providing institutional standards for organizations and individual investors alike. Through a comprehensive investment advisory process, we develop and implement planned strategies appropriate for helping you pursue your long-term financial goals.
 

 

Ray Dicius


LPL Registered Principal

Terri Dicius

Director of Research
LPL Branch Operations Manager

 

man

INVESTMENT SERVICES
  •  Certified Investment Management Analysis (CIMA)
  •  Certified Investment Management Consulting (CIMC)
  •  LPL Hourly Consulting
  •  Professional Services

PLANNING SERVICES
  •  Retirement Planning
  •  Estate Planning
  •  Risk Management
  •  Education Planning
  •  Executive Benefit
  •  Business Succession Planning

INSURANCE SERVICES
  •  Individual, Family and Group Health
  •  Dental and Vision
  •  Disability and Long-Term Care
  •  Life Insurance
  •  Employee Benefits

BUSINESS SERVICES
  •  Qualified Retirement Plans
  •  Defined Benefit Plans
  •  Owner and Employee Benefits
  •  Succession Planning
  •  Business Continuation Planning

FOUNDATION SERVICES
  •  Planned Giving
  •  Charitable Estate Planning
  •  Wealth Management
  •  Philanthropic Services

Contact

TOLL FREE

800.727.0941

OFFICE
ray@trisummit.com
760.600.6808
74947 CA-111 #230
      Indian Wells, CA 92210

Contact Us