Effective Date: August 31, 2026
Last Updated: August 31, 2026

Trivium Point Advisory, LLC (“Trivium Point,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information we collect, use, maintain, and disclose in connection with our website and advisory services.

This Privacy Policy describes how we collect, use, and protect information through our website, located attriviumpoint.com, and through other interactions with clients, prospective clients, and website visitors.

This Privacy Policy is intended to supplement, not replace, any privacy notices, disclosures, agreements, Form ADV materials, Form CRS, LPL Financial disclosures, or other regulatory documents that may apply to your relationship with Trivium Point.

Information We Collect

Trivium Point may collect personal information in several ways, including information you provide directly to us, information collected through your use of our website, and information collected in connection with the advisory, planning, tax, accounting, or business advisory services we provide.

Depending on your relationship with us, the information we collect may include:

• Name, email address, phone number, mailing address, and other contact information
• Information submitted through website forms or other inquiry channels
• Information provided in applications, agreements, questionnaires, planning documents, investment policy statements, tax documents, accounting records, or other materials related to services we provide
• Information related to your financial goals, investment objectives, risk tolerance, tax situation, business interests, or other planning needs
• Information collected through cookies, analytics tools, or similar technologies used to understand website traffic and improve the website experience

Trivium Point does not ask users to submit sensitive financial information through general website contact forms. Please do not send account numbers, Social Security numbers, passwords, trading instructions, money movement instructions, or other sensitive information through website forms or unsecured email.

Website Information, Cookies, and Analytics

When you visit our website, we may collect certain information automatically, such as your browser type, device type, IP address, pages visited, time spent on the site, referring website, and general usage information.

We may use cookies and similar technologies to help the website function, understand how visitors use the site, improve content, and evaluate the effectiveness of our communications. Cookies are small data files stored on your device by your browser.

 

You may be able to disable or delete cookies through your browser settings. If you disable cookies, some parts of the website may not function as intended.

 

Trivium Point does not use website tracking to provide targeted advertising unless specifically disclosed and approved through the firm’s compliance process.

 

How We Use Information

Trivium Point may use personal information for the following purposes:

• To respond to inquiries submitted through the website or other contact channels
• To provide advisory, planning, tax, accounting, business advisory, or related services
• To communicate with clients and prospective clients
• To maintain and administer client relationships
• To improve website content, performance, security, and user experience
• To comply with legal, regulatory, supervisory, record keeping, and compliance obligations
• To protect the rights, privacy, safety, or property of Trivium Point, our clients, and others
• For other purposes disclosed at the time information is collected or as otherwise permitted by law

How We Share Information

Trivium Point does not sell personal information collected through this website.

 

We may share personal information with third parties only as permitted or required by law, or as necessary to provide services, operate our business, or comply with regulatory obligations. These third parties may include:

• Custodians, broker-dealers, financial institutions, and investment platforms
• LPL Financial and related service providers, where applicable
• Legal, compliance, accounting, technology, cybersecurity, marketing, website, and operational service providers
• Government agencies, regulators, courts, or other parties when required by law or legal process
• Other parties with your consent or at your direction

Third-party service providers are expected to use personal information only as necessary to provide services to Trivium Point or as otherwise permitted by law.

 

Third-Party Websites and Services

Our website may contain links to third-party websites, including websites operated by custodians, broker-dealers, regulatory agencies, social media platforms, or other unaffiliated parties.

Trivium Point does not control the privacy practices, security, content, or policies of third-party websites. When you leave our website, your use of any third-party site is governed by that site’s own terms and privacy policy. We encourage you to review those policies before providing personal information.

 

Email and Electronic Communications

Trivium Point may communicate with clients and prospective clients by email or other electronic means.Your privacy and security are important to us, but email may not be secure.

 

Please do not send sensitive personal, financial, tax, account, trading, money movement, password, or confidential information through unsecured email or website forms. If sensitive information needs to be delivered, Trivium Point can provide secure means for doing so.

 

Trivium Point does not accept trading instructions, money movement instructions, or changes to account information by email.

 

Data Security

Trivium Point maintains administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, disclosure, alteration, or destruction.

 

No website, email system, or method of electronic transmission is completely secure. While we take reasonable steps to protect personal information, we cannot guarantee absolute security.

 

Data Retention

Trivium Point retains personal information for as long as necessary to provide services, maintain records, comply with legal and regulatory obligations, resolve disputes, enforce agreements, and support legitimate business and compliance purposes.

 

Retention periods may vary depending on the nature of the information, the relationship, and applicable legal or regulatory requirements.

 

Your Privacy Choices

Depending on where you live and the nature of your relationship with Trivium Point, you may have certain rights regarding your personal information. These may include the right to request access to personal information, correction of inaccurate information, deletion of certain information, or information about how personal information is used or shared.

 

Some rights may be limited by legal, regulatory, record keeping, contractual, or compliance obligations that apply to financial advisory, tax, accounting, or related professional services.

 

To make a privacy-related request, please contact us using the information below.

 

Connecticut Privacy Rights

Connecticut residents may have certain rights under the Connecticut Data Privacy Act, subject to applicable exemptions and limitations. These rights may include the right to access, correct, delete, or obtain a copy of certain personal data, as well as the right to opt out of certain types of processing, including targeted advertising, sale of personal data, or profiling in furtherance of decisions that produce legal or similarly significant effects.

 

Trivium Point does not sell personal information collected through this website and does not use website visitor information for targeted advertising unless specifically disclosed.

 

To submit a Connecticut privacy request, please contact us using the contact information below. We may need to verify your identity before responding to a request.

 

Children’s Privacy

Our website is intended for adults and is not directed to children under the age of 13. We do not knowingly collect personal information from children through this website.

 

Updates to This Privacy Policy

Trivium Point may update this Privacy Policy from time to time. When we make updates, we will revise the “Last Updated” date above. Your continued use of the website after changes are posted means you acknowledge the updated Privacy Policy.

 

Contact Us

If you have questions about this Privacy Policy or wish to submit a privacy-related request, please contact us:

 

Trivium Point Advisory, LLC
40 Danbury Road,
Suite 301
Wilton, CT 06897

 

Advisory: (203) 221-3085
Accounting: (203) 438-0444
Email: info@triviumpoint.com

 

You may also contact us through the website at triviumpoint.com.