We Believe You Deserve the Best When it comes to Your Finances

At Tristan Josefh Dent, we specialize in financial consulting, guAt Tristan Joseph Dent, we specialize in comprehensive financial planning tailored to both asset management and estate strategies. Our dedicated team understands the importance of securing your financial future and ensuring that your wealth is preserved for generations to come. We provide expert guidance on various aspects of wealth management, from investment strategies to estate planning, all designed to align with your unique goals and values. With a focus on long-term growth and sustainability, our approach empowers you to make informed decisions that benefit not only you but also your heirs. Trust us to navigate the complexities of financial planning, so you can achieve your objectives with confidence and peace of mind.

A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.
A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.

150+

15

Trusted Advisors

Client Focused

Financial Advocacy

Helping clients manage assets and navigate their financial futures.

A person is using a MacBook Pro, viewing financial trading information from Questrade. The screen displays detailed trading data and an app interface, emphasizing connectivity and accessibility. The image features a modern setting with a couch in the background and some houseplants.
A person is using a MacBook Pro, viewing financial trading information from Questrade. The screen displays detailed trading data and an app interface, emphasizing connectivity and accessibility. The image features a modern setting with a couch in the background and some houseplants.
Estate Planning

Guiding future generations through financial decision-making processes.

Several business cards are displayed in various colors and patterns. A dark blue card with white text reading 'Castro Capital' is prominently positioned in the background. In the foreground, there are numerous cards with woven red and orange designs, along with others featuring architectural imagery. Behind the blue card, a textured rock provides a contrasting natural element against the smooth cards.
Several business cards are displayed in various colors and patterns. A dark blue card with white text reading 'Castro Capital' is prominently positioned in the background. In the foreground, there are numerous cards with woven red and orange designs, along with others featuring architectural imagery. Behind the blue card, a textured rock provides a contrasting natural element against the smooth cards.
Three people are sitting around a conference table in a modern office. One person is wearing a red blazer and is speaking, while the other two listen and have open laptops in front of them. Papers with charts and graphs are scattered on the table. In the background, there are gray acoustic panels on the wall and a flip chart with colorful notes.
Three people are sitting around a conference table in a modern office. One person is wearing a red blazer and is speaking, while the other two listen and have open laptops in front of them. Papers with charts and graphs are scattered on the table. In the background, there are gray acoustic panels on the wall and a flip chart with colorful notes.
A close-up view of a smartphone displaying a financial app with a graph and numerical data, held by a hand. The screen shows the brand 'Wealthsimple'. Above it is part of a laptop keyboard with keys visible. The background consists of a wooden surface.
A close-up view of a smartphone displaying a financial app with a graph and numerical data, held by a hand. The screen shows the brand 'Wealthsimple'. Above it is part of a laptop keyboard with keys visible. The background consists of a wooden surface.
Investment Strategies

Consulting on investments to secure financial growth and stability.

Client Feedback

Discover how we empower clients to achieve their financial goals today.

Tristan Josefh Dent helped me understand my investments better. Highly recommended!

Maria Lopez
A hand holding a smartphone displaying a financial website, with information including market watch and stocks data visible on the screen. The background is a textured wooden surface.
A hand holding a smartphone displaying a financial website, with information including market watch and stocks data visible on the screen. The background is a textured wooden surface.

New York

The financial consulting provided by Tristan Josefh Dent was transformative for my family's future planning. They guided us with expertise and compassion every step of the way.

A street scene featuring a building with the sign 'TRIPLE A TRADING INC' prominently displayed. Additional signs offer services such as buying and selling gold, silver, guns, jewelry, and providing cash loans. The storefront has large windows and there's a brick sidewalk in the foreground leading to a quiet street. Few trees are visible around the area.
A street scene featuring a building with the sign 'TRIPLE A TRADING INC' prominently displayed. Additional signs offer services such as buying and selling gold, silver, guns, jewelry, and providing cash loans. The storefront has large windows and there's a brick sidewalk in the foreground leading to a quiet street. Few trees are visible around the area.
John Smith

Chicago

★★★★★
★★★★★