Introducing Triton Financial — A Unique, Holistic Approach to Wealth Management

Business Wire

Registered Investment Advisor and Fiduciary Provides Comprehensive Services Focused on Optimizing Individuals’ Entire Financial Situation

MARLBOROUGH, Mass.--(BUSINESS WIRE)-- Taking its financial planning and wealth management services to a new level, RKG Financial, an independent advisory firm, has now become Triton Financial Group, Inc. Led by Robert K. Gustafson, the firm changed its name as a result of recent significant growth and a renewed mission to provide comprehensive services that are focused on optimizing a client’s entire financial situation for themselves and their family. As a fiduciary, Gustafson and his team form meaningful relationships with clients, providing holistic advice that is in the clients’ best interests.

Triton Financial derives its name from Triton, the mythological Greek god of the sea who carried a trident, a three-pronged spear. Triton Financial takes a three-pronged approach to wealth management — comprehensive financial planning, investment management and risk management (insurance) — helping clients make smart financial decisions through highly personalized service.

Gustafson originally founded Triton Financial as RK Gustafson Financial in 1995. A Certified Financial Planner (CFP^®), Gustafson started the fee-based firm to provide investors with a higher level of knowledge, integrity and financial sophistication than typically found with the large wire houses. Triton Financial provides investors with sound financial planning and investment advice along with a breadth of financial services that will help them meet their goals and achieve financial security. The firm is SEC-registered and currently manages over $100 million in assets.

Triton Financial’s services include IRA and 401(k) management, college planning strategies, estate planning, retirement planning, business and personal insurance, employer stock options, and employee benefits, among other services. Triton Financial also uniquely offers multi-generational planning strategies and free financial planning for children of clients.

Triton Financial is a leader in educating the public on the benefits offered with true comprehensive financial planning integrated with cost-effective wealth management solutions. Triton Financial is also considered to be one of the most respected financial planning and wealth management firms in the Commonwealth of Massachusetts. Since 2006, Gustafson has hosted a weekly radio show on Wednesdays at 10:00 a.m. on WCRN AM 830. Excerpts from the show can be found on Gustafson’s Financial Focus Blog.