Question 1

What services does Trivium Point Advisory offer?

Accepted Answer

Trivium Point Advisory offers wealth management, tax solutions, and business advisory services to help individuals and businesses achieve their financial goals.

Question 2

Who does Trivium Point Advisory serve?

Accepted Answer

Trivium Point Advisory is dedicated to serving individuals who value a comprehensive financial stewardship approach, combining wealth management, accounting, and business advisory services.

Question 3

Why should I hire a Trivium Point Advisor when I already have an accountant?

Accepted Answer

Trivium Point Advisors seek to eliminate the need to hire multiple professionals and alleviate the stress around whose advice to take. They provide a specialized experience by combining wealth management, accounting, and business advisory services under one roof.

Question 4

What is Trivium Point Advisory's approach to helping clients?

Accepted Answer

Trivium Point Advisory helps clients understand their numbers and create a personalized financial roadmap to work towards their goals. They aim to be a trusted, central advisor for their clients' financial needs.

Question 5

Where are Trivium Point Advisory's offices located?

Accepted Answer

Trivium Point Advisory has four office locations: Westport, CT; White Plains, NY; Ridgefield, CT; and Melville, NY.

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What services does Trivium Point Advisory offer?

Who does Trivium Point Advisory serve?

Why should I hire a Trivium Point Advisor when I already have an accountant?

What is Trivium Point Advisory's approach to helping clients?

Where are Trivium Point Advisory's offices located?

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