Trivium Point Advisory Announces Two Mergers and Rebranding Initiatives
Trivium Point Advisory (Trivium), an independently owned and operated financial advisory firm with offices in Fairfield County, Connecticut, and Westchester County, New York, today announced two mergers and corresponding rebranding initiatives.
- Trivium Point Advisory (Trivium), an independently owned and operated financial advisory firm with offices in Fairfield County, Connecticut, and Westchester County, New York, today announced two mergers and corresponding rebranding initiatives.
- Both mergers solidify Trivium’s position as a professional financial advisory firm dedicated to providing exceptional services to all clients.
- The first merger is Paradigm Financial Partners (Paradigm), an SEC Registered Investment Advisory firm with offices in Connecticut.
- “We are excited to enter into this partnership with the Paradigm team,” said George R. Gerhard, AIF®, CEPA®, Managing Partner, Trivium.