TRIFEKTA

COMPANIES

 

 

FINANCIAL SERVICES

 

ASSET MANAGEMENT | RETIREMENT INCOME | LEGACY PLANNING 

REAL ESTATE

 

PURCHASE | RENOVATE | SELL

CAPITAL VENTURES

 

BUSINESS ANALYSIS | CAPITAL INFUSION | EXIT STRATEGIES  

 

BOUTIQUE

INVESTMENT COMPANY

Focused on Economic Development Through Real Estate, Financial Services, and Capital Ventures

 

ABOUT TRIFEKTA

Trifekta Companies was established to serve as a vehicle for economic development.  There are numerous business options to develop and achieve individual wealth. Essentially, Trifekta Companies offers services in the business cornerstones of real estate, financial planning, and venture capital.  Trifekta Companies collaborates with industry experts to provide the necessary tools to develop individual wealth.

FINANCIAL PLANNING

Trifekta Companies strives for individuals to receive well-rounded financial planning by incorporating its partnerships with Certified Financial Planners, Certified Public Accountants and other financial professionals. Trifekta Companies will develop a comprehensive financial plan which will strive to achieve financial goals such as individual wealth or generational financial resources.  

REAL ESTATE

For several decades, real estate has been a foundation for building wealth. Our primary goal is to assist individuals in building their real estate portfolio through our extensive network of experienced realtors, lenders, contractors and property management professionals.  Trifekta Companies partner with first-time home buyers, property flippers and other real estate investors. 

 

CAPITAL VENTURES

Trifekta Companies mission is for individuals to maximize their economic potential through strategic business ventures.  Successful entrepreneurship can take an individual’s ability to build wealth to a higher level. Thus, Trifekta Companies perform business analysis, determine venture capital solutions, and propose exit strategies. Finally, Trifekta Companies will remain dedicated to working with community organizations to provide information, volunteer support, and other business related resources. 

 

 
 
Burvell Williams
Owner
 

Burvell Williams is a native of Denver, Colorado.  In high school he interned at OppenheimerFunds. That opportunity was the beginning of Burvell's financial services career. While attending the University of Northern Colorado he earned a B.S. in Economics. 

 

After graduation Burvell held roles as both a financial advisor and licensed personal banker. These opportunities provided him exposure to retirement planning and banking.  Eventually, Burvell was recruited by Jackson National Life Distributors, LLC.  Within two-years he was promoted to Regional Vice President. Burvell's responsibilities included sales across multiple states.  During his 13-year tenure with Jackson he helped financial advisors and their clients invest $400 million.  

 

During Burvell's time in Kansas City, Missouri he developed an 8-week curriculum for children 6-12.  The well-rounded program included courses on spiritual growth, personal development, academic advancement, community service and personal finance.  Program graduates received backpacks with school supplies.  Exceptional students were awarded laptops as well as backpacks. At this point Burvell has spent his entire career working with others to improve financial literacy and achieve their retirement dreams. 

THOUGHT LEADER

Burvell L. Williams III., CFS
Founder
 

Burvell Williams is a native of Denver, Colorado.  In 1998 he interned at OppenheimerFunds. That opportunity launched Burvell's financial services career.  While attending the University of Northern Colorado he earned a B.S. in Economics. 

 

Upon graduation, Burvell held roles as both a financial advisor and licensed personal banker. These opportunities provided him exposure to retirement planning and banking.  Eventually, Burvell was recruited by a leading financial services firm.  Within two years he was promoted to Regional Vice President. During his 14-year tenure, he helped financial advisors and their clients invest $400 million towards their retirement.   

 

While residing in Kansas City, Missouri, Burvell developed an 8-week curriculum for children grades 6-12.  The well-rounded program included courses on spiritual growth, personal development, academic advancement, community service, and personal finance.  Program graduates received backpacks with school supplies.  Exceptional students were awarded laptops. In addition to this mentor program, Burvell invested his time and resources into several ventures including successful salons, restaurants and other small business. 

 

Currently, Burvell's career is dedicated to working with others to improve financial literacy and achieve their financial goals.  The creation of Trifekta Companies will sustain Burvell’s vision of economic development through real estate, financial services, and venture capital.

Address:

Marietta, GA 30060

Email:

Contact@TrifektaCompanies.Com

Telephone: 

470-234-7836

For any general inquiries, please fill in the following contact form:

 

CONTACT

TRIFEKTA

COMPANIES

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