Meet your Trivium Point Team
The partners merged their deep experience, innovative approaches, and strategic thinking to transform traditional finance. Their blend of industry knowledge, tech-savvy ideas, and foresight led to a firm that redefines financial norms, offering outstanding experiences and staying ahead in the industry.
Partners
- Managing Partner
Leadership Team
- Managing Director of Operations
- Chief of Staff
Advisors
- Wealth Advisor
Trivium Support Team
- Relationship Manager
- Relationship Manager
- Relationship Manager
- Tax Manager
- Relationship Manager
- Relationship Manager
- Tax Advisor
- Tax Advisor
- Head of Bookkeeping
- Tax Advisor
- Senior Tax Advisor
- Relationship Manager
- Relationship Manager
- Tax Relationship Manager
- Financial Analyst
Our Promise to Our Clients
We make all the crossroads count.
We build a strategy that maps to your aspirations and your risks. We roundtable detailed intelligence so you can do what you do best: know your options, trust your instincts, and act.
