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Paul Volpe

Paul R. Volpe

AIF®

Managing Partner & Senior Wealth Advisor

paul@triviumpoint.com

As a Managing Partner for Trivium Point Advisory, Paul Volpe specializes in financial analysis and research. He manages the firm’s Investment portfolio, their web-based wealth-planning platform that provides clients with a comprehensive, aggregated view of their financial situation. Having managed his own practice for nine years, Paul understands the issues facing business owners and high net worth individuals. He brings that insight to the planning process.

He understands that in an ever-changing economic environment, staying abreast of new planning techniques, strategies, tools, and resources is important. Continuous advanced financial education enhances his ability to help clients stay on track to meet their goals. Paul meets with clients throughout the financial planning process as he designs and monitors client portfolios, either independently or through third party managers, and analyzes market trends. He believes in helping clients become fully informed about their financial life.

Paul joined Trivium Point Advisory in August of 2003 after selling his own practice where he managed over $45 million. In addition to his experience and knowledge, he brings a relationship-oriented philosophy to the firm’s clients. Paul recognizes the importance of understanding a client’s vision and values, not just their financial situation.

Paul lives in New Canaan, CT with his wife Mia and two sons, Jack, and Connor. He enjoys spending time with his family and friends, traveling and sports.