Exciting News! Trivium welcomes Paradigm Financial Partners and Lyons & Lyons, CPAs.

Stephen Haeckel

Wealth Advisor

As a dedicated Financial Advisor with a passion for helping individuals pursue financial success, Steve brings 20 years of expertise in wealth management to Trivium Point Advisory. Steve holds a BBA in Finance from Pace University and has also completed the University of Connecticut Executive MBA program. Combining academic knowledge with practical insights, Steve works with clients to create personalized financial plans.

With a commitment to transparency and client empowerment, Steve guides clients through investment strategies, retirement planning, and wealth preservation. Known for excellent communication skills, Steve fosters open dialogues, ensuring clients feel confident and engaged in their financial decisions.

Throughout Steve’s career, he’s developed a proven track record of navigating diverse market conditions using strategies which seek to optimize portfolios and meet clients’ objectives.  Steve started his career in 2004, working with clients on an individual basis and in 2010 moved to the role of Wholesaler working with MassMutual and Lincoln Financial Group.  His most recent role before joining Trivium Point Advisory was Regional Vice President supporting National Sales Distribution for Transamerica.

Steve is enthusiastic about partnering with individuals and families on their financial journeys, aiming to create a positive and supportive environment for pursuing financial goals.  In his personal time, Steve serves as the President of the Jason Lantieri Memorial Foundation, which serves his local community in remembrance of Sgt. Jason Lantieri.  He currently resides in Higganum, CT with his wife and son.