Elevating your business through all stages of growth.

Advising on essential business strategies through tax management, business consulting and wealth management – all under one roof.

Who We Help

Whether you’re just getting started and need help organizing your books, you’re ready for your next move but need a push in the right direction or you’ve been in business for years and are thinking about moving on, we are here for you.

Startup

Let us help you prepare for the complexity of further growth.

Scale

We help develop and expand the momentum of your business.

Sustain

Create systems that allows more time to enjoy a better lifestyle.

Succession

Preparing your business for the next stage with experienced advice.

Not sure which phase you are in?

What We Do

We’re here to help you understand your numbers and create
a personalized financial roadmap so you can work toward your goals.

BUSINESS
CONSULTING

WEALTH
MANAGEMENT

TAX &
ACCOUNTING

“Why hire a Trivium Point Advisor when my
accountant already does this?”

Owners accumulate people — not wealth. We seek to eliminate the need to hire multiple people and alleviate the stress around whose advice to take.