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Frequency Group

Helping you balance wealth and wellness

Where Analytical And Creative Minds Meet

Your wealth is about far more than just what it can buy you—it’s about the meaning and security it can bring to your life and the lives of those you care about. To find the balance between your wealth and financial wellness, we cannot consider the numbers alone, but must also consider the hopes, dreams and concerns you have for the future.

LEFT BRAIN

Analytical


Analyze

Plan

Align

Implement

Manage

Analyze

It’s all about the information—the numbers and data.


Plan

Designing the path to get you from where you are now to where you want to be, while planning for unexpected things along the way.


Align

Making sure we are aligned with your short-, medium- and long-term financial goals.


Implement

Putting your customized financial plan and investment portfolio into action and planning regular check-ins.


Manage

Regularly evaluating your progress and adjusting your plan and portfolio as life changes and markets dictate


Let us help you find your frequency. 

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RIGHT BRAIN

Creative


Imagine

Envision

Center

Create

Balance

Imagine

Close your eyes. Take a deep breath. Imagine you’re in your ideal future where everything you desire has been achieved. Now describe it.


Envision

Fully envisioning your future, what it looks like, what it feels like and who is with you is critical to achieving it


Center

Checking in to make sure this all feels comfortable to you.


Create

Building our ideal relationship the way you see it and providing the support you would most value along the way.


Balance

Checking in regularly to understand how your feelings about this plan, your life events, or your vision for the future may have changed


Let us help you find your frequency. 

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Finding Your Financial Frequency

At Frequency Group, we empower clients and their families with the financial knowledge, sound strategies, and balanced perspective you need to reach for the future you envision.

We have helped a select group of clients like you to successfully amplify their wealth—and their lives—through education planning, retirement design and more. We have helped them to build legacies that enable them to pass their wealth and values on to the next generation. And we have helped them to find the balance between their wealth and their wellness.

When you build a relationship with our team, we will be here to guide you and your financial decisions—as advisors and advocates—at every stage of your life.

Securities through American Portfolios Financial Services, Inc.(APFS) Member FINRA/SIPC. Frequency Group is not affiliated with American Portfolios.

A Complete Collection Of Wealth Services

We take time to learn about the passions that drive you each day and the worries that keep you up at night. Then we build a unique wealth plan with the sound fundamentals you need to achieve your goals and the flexibility to evolve as your life does.

 Income/Legacy
Planning
  • Organize assets for trust planning
  • Recommendation for updating legal documents
  • Maxamizing pension options
  • Assist attorney with medicaid planning/tracking
  • Tax on income
  • Insurance protection
  • Asset protection

 Wellness/Literacy
Program
  • Employee benefits
  • Gift for loves ones
  • Groups, organizations, associations
  • Individuals interested in enhancing their financial future

 Comprehensive Financial Planning
  • Securities/investment analysis
  • Tax harvesting
  • Tax savings strategies
  • Cost basis reporting
  • Investment strategies for income needs
  • Stock gifting
  • Research methodology
  • Stock transfer/liquidation
  • Estate planning
  • College planning
  • Calculating/processing required minimum distributions (RMD)
  • Savings bond analysis
  • Debt pay-down strategy
  • Balance sheet: short-mid-long-term strategies vs. expenses, assets, & liabilities
  • Opening estate accounts and/or cash accounts to manage and maintain liquid assets
    • Checks/debit card
    • Online bill pay
    • Lending program with securities



Working In Harmony With You

At Frequency Group, our goal is to bring analytical and creative minds together to help you find the frequency that can bring meaning to your wealth and balance to your life.

 Each member of our team works together with you toward common goals—empowering you to create positive feelings about money, helping you make decisions more confidently, and enhancing your financial wellness and stability.

Anthony Tripi Photo

Anthony Tripi

President and CEO
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Anthony Tripi

Anthony Tripi

President and CEO


I call on my experience as a musician and songwriter to better understand the meaning behind the money, so I can help each client balance their needs and create plans for achieving what truly matters to them. My ultimate goal is to create harmony between personal and financial goals—in order to amplify the lives of our clients and their families.

Katana Roesch Photo

Katana Roesch

Wellness Coordinator
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Katana Roesch

Katana Roesch

Wellness Coordinator


My goal is to help clients to take a balanced approach to managing both their financial and emotional wellness. My educational background has given me true empathy and a deep understanding of human behavior that enables me to meet people where they are. I use this knowledge to determine the best way we can help each client to achieve greater personal and financial results.

Carrie Kovach Photo

Carrie Kovach

Client Experience/Event Coordinator
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Carrie Kovach

Carrie Kovach

Client Experience/Event Coordinator


My goal is to ensure that each client feels as valued as they truly are. I pay close attention to the nuances that make each client unique and understand, to the smallest detail, what they value in our relationship. I focus on bringing the best of myself and our firm to clients each day, in order to make every interaction a positive and meaningful experience.

Patrick Mulready Photo

Patrick Mulready

Operations Manager
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Patrick Mulready

Patrick Mulready

Operations Manager


We focus on the clients’ best interests and put them at the center of everything we do.

I leverage my experiences working all over the world to better understand each client in order to help the team to better meet their needs and goals. I help to ensure things run smoothly and that each client and team member has what they need to be successful throughout our relationship.

Chad Allen Photo

Chad Allen

Investment Advisory Representative
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Anthony Tripi

Chad Allen

Investment Advisory Representative


Before I came to the financial industry, I worked in logistics, manufacturing, hospitality and quality-control. So, making genuine connections with people across a range of backgrounds comes naturally to me. On the team, my focus is engaging with clients and handling operations, while also serving as a registered representative to bring new clients onboard and helping to manage their portfolios. My top priority is always to act in our clients’ best interests.

Benjamin Roesch Photo

Benjamin Roesch

Assistant
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Anthony Tripi

Benjamin Roesch

Assistant


TBD

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Let us help you find your frequency.