Meet your Trivium Point Team
The partners founded Trivium Point with a shared belief that clients deserve more than traditional financial advice. By combining deep technical expertise with innovative thinking, modern technology, and a highly collaborative approach, they created a firm focused on delivering extraordinary client experiences and helping clients navigate life’s most important financial decisions with confidence.
Founders & Partners
Purpose & Progress
- Managing Director, Operations
- Managing Director, People
Advisors
- Lead Wealth Advisor
- Lead Wealth Advisor
Client Journey
- Relationship Manager
- Relationship Manager
- Client Insurance Administrator
- Relationship Manager
- Relationship Manager
- Director, Wealth Client Experience
Wealth Operations
- Director, Wealth Operations
- Operations Analyst
- Operations Analyst
Tax & Strategy
- Lead Tax Advisor
- Lead Tax Advisor
- Associate Tax Advisor
- Associate Tax Advisor
- Tax Operations Associate
- Tax Operations Associate
- Client Bookkeeping Administrator
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.
