The Best Question to Ask Clients – And Yourself

To those who haven’t witnessed it first-hand, guardianship may sound like a heroic assignment in which bigger, stronger, more seasoned protectors keep individuals who are unable to fend for themselves. However, as the ragtag super hero team the Guardians of the Galaxy has come to learn, the reality of assuming guardianship (over a single person, let alone the entire galaxy) is far less than ideal.

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Trilogy Capital, Inc., an Irvine, California-based wealth management firm, has acquired Mountain Capital Investment Advisors, LLC, a Westminster, Colorado-based registered investment advisor overseeing more than $1 billion in client assets.

The acquisition represents Trilogy’s largest transaction of 2026 and expands its network to 11 offices, including two locations in Colorado.

Financial terms of the transaction were not disclosed.

Mountain Capital has operated as an independent SEC-registered investment advisor for 15 years, providing financial planning, investment management and specialized advisory services to individuals, families and small businesses.

The acquisition strengthens Trilogy’s presence in Colorado….read more.