Truvium Wealth Management

Home
United States
Garden City, NY
Truvium Wealth Management

We help successful individuals and families in Garden City, NY and beyond achieve clarity, confidence, and control over their financial future.

Holistic financial planning is more than looking at the big picture. It’s understanding all of the moving parts and coordinating activity. Like a financial point guard, Truvium Macro-Managers get everyone on the same page so you can focus on enjoying your life. Investment advisors, bankers, attorneys, CPAs, insurance brokers, and more – working together, not against each other. Everyone working fo

r you. It’s common sense. We think about the unexpected then help you plan for it. We also help you think about what is truly possible with the resources you have, guiding you through ‘what-if’ planning to help optimize the opportunities you are presented with along the way. We help you prepare for a future you never imagined for yourself. Every prospect gets to test-drive our firm and begin our wealth planning process with a thorough review of our service offerings and a clear picture of their financial life in its entirety. If you decide to partner with Truvium Wealth Management, we begin addressing these planning items right away. If you decide not to hire us, the plan and recommendations are yours to keep. We’ll do our best to make sure you find value for your time spent. Our disciplined process is thorough and transparent, and our recommendations are flexible and adaptable to your financial, professional and personal goals. Every step of the way, we strive to be your personal CFO where our relationship is built on respect, knowledge and empowerment. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and Truvium Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

02/13/2026

If college is on the horizon, investing conversations should start now.

High school is often when money starts to feel real for kids. Part-time jobs replace allowances, spending choices have consequences, and college costs become more tangible.

Now is a good time to introduce investing, not as a lesson in markets or returns, but as a way to understand how money works over time, why risk exists, and how patience often matters more than reactions.

It also helps to talk openly about mistakes. Learning why they happen can be just as valuable as learning what to do right.

A few simple conversations now can help kids see money as a tool, not a scoreboard.

02/11/2026

The Client is always right!!

02/09/2026

How are your 2026 financial resolutions holding up one month into the year?

If you find your motivation lacking, it doesn’t mean your plan failed. It usually means the goals were too big or too rigid.

Now is a great time to simplify and regroup. Instead of adding more rules or tracking everything, focus on one small action that’s easy to repeat. Over time, it’s these small, consistent steps that create structure and momentum.

02/06/2026

FAFSA season is here, and the rules have changed.

Recent updates to how income, assets, and household information are reviewed mean some families may see financial aid results that look very different from prior years. This is especially true for households with higher incomes or multiple students.

With key deadlines approaching, timing plays a bigger role than many families expect.

If you’d like help reviewing your approach, schedule a consultation with our team today: https://calendly.com/scott-gegerson-truviumwealth

02/02/2026

Inflation can have a profound effect on your retirement. As costs rise, fixed income sources stretch less than expected. Contribution limits can increase, but purchasing power often moves in the opposite direction.

That tension is becoming more noticeable in retirement planning conversations, especially for those nearing the transition out of full-time work. At that stage, long-term sustainability tends to matter more than the short-term ups and downs.

01/30/2026

Spring SATs are just around the corner. For students, the test can feel like just another hurdle, but for families, it can influence more than just admissions. Strong scores can open doors to merit scholarships, honors programs, and lower college costs.

Now is the time to think strategically. Reviewing 529 contributions, exploring scholarship opportunities, and mapping out your application plan can help you make the most of your student’s results.

At Truvium, we work with families to connect academic performance to financial planning so every decision supports both educational and financial goals.

01/26/2026

Stop feeling boxed in by your financial plan.

Many advisors can only offer products their firm carries. An independent advisor isn’t limited that way. They can explore a broad range of strategies, all built around your life instead of a product list.

At Truvium, independence means we can tailor your plan to your needs. Your plan should work for you, not the other way around.

01/23/2026

Markets have been strong, but high valuations are a signal to review your annuity strategy. Even if your retirement plan is on track, small adjustments can protect gains and position your income for the future.

Schedule a check-in to see if adjustments are needed.

01/16/2026

Tax season is coming faster than you might think, but getting organized now can save time and stress later.

Start by gathering your documents, reviewing deductible expenses, and double-checking contributions to IRAs, 401(k)s, and HSAs. Understanding these pieces ahead of time gives you the chance to make smarter decisions and catch opportunities you might otherwise miss.

Not sure where to start? Our team can help you get everything in order and make the most of your tax strategy.

📲 877-277-2751

01/12/2026

Do you know the hidden risks in your 401(k)?

Many people assume that regular contributions are enough. But even a well-funded account can have risks:
🚩 Too much in company stock
🚩 Fees quietly reducing returns
🚩 Drifted asset allocation
🚩 Potential penalties for early withdrawals

So what can you do? Start by reviewing your plan with a clear eye. Check your allocations, understand the fees, and consider whether your 401(k) aligns with your broader retirement goals.

01/09/2026

The biggest surprise for many college freshmen is often learning to manage money on their own.

From weekend plans and meals out to textbooks and bus fare, expenses pile up fast. Without a system, it’s easy for students to feel overwhelmed or fall behind. Even a short conversation about budgeting, tracking spending, and planning for unexpected

Parents, start the conversation today and watch them take charge with confidence.

Address

65 Hilton Avenue
Garden City, NY
11530

Website

http://www.truviumwealth.com/, https://www.linkedin.com/company/truvium-wealth-management/

Alerts

Be the first to know and let us send you an email when Truvium Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Truvium Wealth Management: