Wealth Management is a process and a partnership built on trust and integrity.
In his role as Managing Partner at Trivium Point Advisory, David Halper works with high-net-worth individuals who are in or near retirement as well as numerous successful professionals and entrepreneurs. He focuses on helping them understand the importance of developing a strategic, long-term wealth plan. For David, it all starts with gaining clarity about a client’s current situation. That includes identifying core values, defining future goals, and developing a strategy that is flexible and will allow his clients to reach their objectives. Ongoing client support is equally important to David. He knows life brings changes, so he conducts regular reviews to help make sure a client’s plan remains on course to meet future goals.
David understands that all clients are unique and deserve highly customized solutions and strategies to meet their specific needs. David’s ability to simplify complex financial concepts helps his clients fully understand all their options. He loves helping people make progress toward their goals and objectives. David and the team at Trivium Point Advisory take a collaborative approach to managing a client’s financial strategy. He often acts as the key liaison or “wealth guide” of the financial team to coordinate with a network of other top professional advisors.
David has a BA in History from Colgate University and taught high school history, and coached soccer and tennis teams. His background as an educator and coach is a benefit to his clients as he helps them better understand their financial issues so they can make fully informed decisions. In 1987, David’s father, Chuck, introduced him to the financial services industry. In addition to his years of experience in this field, he also holds the designations of Chartered Financial Consultant and Chartered Life Underwriter.
David currently lives in Weston with his wife Jill and their combined 5 children.