T

Trivium Point

Integrated wealth planning for executives

Overview

Trivium Point provides a comprehensive wealth strategy for executives and proven entrepreneurs. They blend financial planning with in-house tax and accounting services and technical advisory experts, delivering integrated guidance that connects personal, business, and tax decisions. Securities and advisory services are offered through LPL Financial, while tax and accounting work is handled by Trivium Point Advisory LLC. This structure aims to manage risk and complexity while increasing financial opportunities for high-achieving clients. Unlike firms that treat wealth management, tax, and business decisions separately, Trivium Point integrates these elements into a single plan designed for business owners and executives. The goal is to help clients grow wealth and simplify decision-making by coordinating investments, tax strategies, and business finances into one coherent strategy.

Work here?Claim your company

About Trivium Point

Simplify's Rating
Why Trivium Point is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

ConsultingFinancial Services

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

White Plains, NY

Founded

N/A

Get referred to Trivium Point

See people who can refer or advise you

Simplify Jobs

Simplify's take

What believers are saying

  • Trivium opened four Northeast offices, including Westport, Wilton, White Plains, and Melville.
  • The August 2026 GTC Exchange gives Trivium a branded succession distribution channel.
  • Updated 2026 disclosures confirm SEC registration and national advisory authority for client acquisition.

What critics are saying

  • SEC filings still list Paradigm names, signaling integration risk after 2026 mergers.
  • LPL dependence creates platform, supervision, and payout vulnerability if contracts change.
  • A compliance mistake or advisor breakaway could cripple the referral-driven, multi-location model.

What makes Trivium Point unique

  • Trivium Point bundles wealth, tax, accounting, and business advisory under one roof.
  • Its 2026 Roundtable model centralizes complex owner decisions through one lead advisor.
  • August 2026 GTC partnership extends Trivium’s succession expertise into luxury travel advisors.

Help us improve and share your feedback! Did you find this helpful?

Benefits

  • Hybrid Work Options
  • Gym Membership
  • Professional Development Budget

Company News

Internova Travel Group
Aug 10th, 2026
Global Travel Collection Launches The Exchange, a Confidential Platform Connecting Advisors for Growth and Succession, in Strategic Partnership with Trivium Point Advisory

Global Travel Collection launches The Exchange, a confidential platform connecting advisors for growth and Succession, in strategic partnership with Trivium Point Advisory. August 10, 2026. For years, advisors have built businesses around relationships that don't transfer easily. The Exchange gives them a considered way to think about what comes next, whether that means growing, partnering or preparing to step back. It's about protecting the client and the advisor's work at the same time. Simon Brooks, SVP, Advisor Success, Global Travel Collection The new tool operationalizes GTC's Legacy in Motion program, giving advisors a trusted way to plan for growth, partnership or future succession. NEW YORK (August 10, 2026) - Global Travel Collection (GTC), the high-service premium and luxury travel division of Internova Travel Group, today announced that The Exchange is live. The confidential, invitation-only platform connects advisors looking to grow through acquisition or partnership with advisors considering a future transition, and it is available now to GTC's community of more than 1,500 advisors. The Exchange is the working mechanism behind Legacy in Motion, the succession and growth program GTC introduced in October 2025. Where Legacy in Motion provides education through its Growth, Partnership and Succession tracks, The Exchange is where advisors find one another and begin the conversation. It is not a public marketplace. Advisors engage privately, at their own pace, and on their own terms. The platform responds to a challenge the industry has been slow to address. A generation of advisors has built businesses around client relationships that are deeply personal and difficult to hand off, and many have no plan for what happens when they step back. Without one, advisors risk undervaluing their businesses or leaving long-standing client relationships unprotected. "For years, advisors have built businesses around relationships that don't transfer easily," said Simon Brooks, SVP of Advisor Success at Global Travel Collection. "The Exchange gives them a considered way to think about what comes next, whether that means growing, partnering or preparing to step back. It's about protecting the client and the advisor's work at the same time." The Exchange was developed in strategic partnership with Trivium Point Advisory, a multidisciplinary advisory firm that helps business owners make better long-term decisions by integrating business strategy, tax planning and wealth management. Together, GTC and Trivium created a confidential framework that helps advisors evaluate opportunities, identify the right fit and plan confidently for the future. "Every business transition has strategic, financial and personal implications," said Ron Pac, Managing Partner, Trivium Point Advisory. "The strongest outcomes come from evaluating those decisions through multiple perspectives rather than in isolation. When business strategy, tax planning and wealth management are aligned, advisors can protect what they've built while creating more options for the future." Advisors can access The Exchange through [https://gtc-matchmaker.onrender.com/] or by contacting their GTC representative. About Global Travel Collection Global Travel Collection (GTC), part of Internova Travel Group, is the most influential collection of international luxury travel advisors. More than 1,500 GTC advisors are industry leaders in providing premium travel services to leisure travelers, corporate executives and the entertainment industry. GTC's combined global reach and leverage translate into value, recognition and preferential treatment for its world traveler clients. About Trivium Point Advisory Trivium Point Advisory is a multidisciplinary advisory firm specializing in business valuation, mergers and acquisitions, succession planning, and long-term business strategy. The firm helps business owners navigate growth, partnership, acquisition, and transition opportunities through a thoughtful, personalized approach. By integrating strategic planning, financial insight, and transaction advisory services, Trivium Point Advisory helps clients protect the value they have built and position their businesses for future success. Advisory services are offered through Trivium Point Advisory LLC ("Trivium"), a registered investment advisor. Securities are offered through LPL Financial LLC ("LPL"), member FINRA/SIPC. TPA and LPL are not affiliated. Advisory services are only offered to clients or prospective clients where TPA and its representatives are properly licensed or exempt from licensure. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information and it should not be relied on as such. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.

Business Wire
Jan 18th, 2024
Trivium Point Advisory Announces Two Mergers and Rebranding Initiatives

Trivium Point Advisory announces merger with Paradigm Financial Partners and Lyons and Lyons, CPA and rebranding initiatives.

Yahoo Finance
Jan 16th, 2024
Trivium Point Advisory Announces Two Mergers and Rebranding Initiatives

Lyons & Lyons, CPAs has also merged with Trivium, bringing a suite of tax services, including expert accounting, tax planning, and business consulting, to complement the full-service investment advisory and financial planning services being provided by the new and expanded Trivium wealth management teams.

Recently Posted Jobs

Sign up to get curated job recommendations

Trivium Point is Hiring for 2 Jobs on Simplify!

Find jobs on Simplify and start your career today

Don't see your dream role? Check out thousands of other roles on Simplify.Browse all jobs