Traci Saxon

J.D.

Senior Wealth Advisor

Traci has a unique background and perspective as a wealth advisor.  For 20 years, Traci was a divorce litigator and mediator.  In 2016, she joined Trivium Point, combining her client-focused legal and financial skills into a highly personalized and effective approach to financial advisory. 

Traci employs a comprehensive financial and estate planning strategy with each of her clients.  She is comfortable working with families’ various advisors including matrimonial attorneys, CPA’s, and trust and estates attorneys.  Traci is committed to supporting her clients on their journey of defining their financial objectives and pursuing their goals. Working from an independent platform like Trivium Point enables Traci to choose better solutions to meet her clients’ needs.  The most rewarding aspects of her job include educating clients about their finances and working through advanced problem solving together. 

Traci received her Bachelor degree from McGill University and her Juris Doctor from The Cardozo School of Law where she was an Editor on Law Review.  

She is actively involved with Big Brothers Big Sisters of Connecticut and has also served as a board member and the co-chair of the Grants Committee for Pink Aid, a charity that provides compassionate support to underserved breast cancer patients.

Traci resides with her husband and dog in Weston, Connecticut, where she enjoys cooking and gardening.