Trivium Point Advisory

Trivium Point Advisory Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org.

To create an experience that allows our clients to connect their personal finances and investments, business initiatives where applicable, with the advice/execution of their taxes, without ever needing to leave the office. 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 profe

ssionals associated with Trivium Point Advisory 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.

A great day, supporting great local businesses. It’s always a pleasure to partner with the Ridgefield Chamber of Commerc...
06/03/2025

A great day, supporting great local businesses. It’s always a pleasure to partner with the Ridgefield Chamber of Commerce. Cheers to putting on an awesome event.

We're thrilled to announce another new team member here at Trivium Point Advisory! Please welcome Eric Stage, who has jo...
11/26/2024

We're thrilled to announce another new team member here at Trivium Point Advisory! Please welcome Eric Stage, who has joined our tax team as a Tax Manager.

Gratitude turns what we have into enough. Thank you for your continued support and trust. Wishing you a memorable Thanks...
11/26/2024

Gratitude turns what we have into enough. Thank you for your continued support and trust. Wishing you a memorable Thanksgiving surrounded by delicious food and the joy of gathering with people you love dearly!

Trivium Point is excited to announce another new addition to our growing team. Vittoria Zegarelli has joined us as a Tax...
11/14/2024

Trivium Point is excited to announce another new addition to our growing team. Vittoria Zegarelli has joined us as a Tax Relationship Manager. Welcome to Team Trivium, Vittoria!

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Trivium Point is excited to announce a new addition to our growing team. Joanna Wallis has joined us as our new Chief of...
11/14/2024

Trivium Point is excited to announce a new addition to our growing team. Joanna Wallis has joined us as our new Chief of Staff. Glad to have you on board, Joanna!

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💼 Happy National 401(k) Day! 💼Today, we’re celebrating the power of planning for your future. National 401(k) Day is the...
09/13/2024

💼 Happy National 401(k) Day! 💼

Today, we’re celebrating the power of planning for your future. National 401(k) Day is the perfect reminder to check in on your retirement savings and make sure you’re on track for the financial future you deserve.

Here are a few quick tips to make the most of your 401(k):
1. Maximize Employer Match: If your employer offers a match, take full advantage of it—it’s essentially free money!
2. Increase Contributions: Even a small increase can make a big difference over time.
3. Review Your Investments: Ensure your portfolio is aligned with your goals and risk tolerance.
4. Start Early: The sooner you contribute, the more time your money has to grow.

At Trivium, we believe in the power of preparation. It’s never too early—or too late—to take control of your financial future. Let’s plan for the retirement you’ve always envisioned.

⏰ Reminder: Estimated Tax Payments Due in September ⏰A quick heads-up—if you make estimated tax payments, the next deadl...
09/12/2024

⏰ Reminder: Estimated Tax Payments Due in September ⏰

A quick heads-up—if you make estimated tax payments, the next deadline is just around the corner on Monday, September 16th. Whether you’re self-employed, an investor, or anyone with income not subject to withholding, staying on top of these payments is key to avoiding penalties.

We Remember.Today, we pause to honor the lives lost, the heroes who emerged, and the resilience of a nation forever chan...
09/11/2024

We Remember.
Today, we pause to honor the lives lost, the heroes who emerged, and the resilience of a nation forever changed.

🌊🦞 What better way to celebrate Labor Day than with a team outing on the beach? This week, our team soaked up the sun, e...
09/06/2024

🌊🦞 What better way to celebrate Labor Day than with a team outing on the beach? This week, our team soaked up the sun, enjoyed our beautiful Long Island Sound setting, and shared a classic New England Clam Bake. What a perfect send-off to summer! 😎 🏖

It's the hard work and camaraderie of this fantastic team that fuels our success. Cheers to more milestones and beachside celebrations! Happy Labor Day, everyone! 🎉

📊 Election Year Market Trends: What the Data Tells Us 📊With election year dynamics often creating buzz around market per...
09/05/2024

📊 Election Year Market Trends: What the Data Tells Us 📊

With election year dynamics often creating buzz around market performance, it's essential to look at what history actually shows. Here are some key insights from historical data on how markets have responded during election years:

🗳️ Election Year Market Performance 🗳️
**Historical Patterns**: U.S. stocks have typically experienced variability during election years, with the first half of the year often being sluggish. However, the latter half of election years tend to see a strong rebound, highlighting the importance of staying invested.
**Quarterly Breakdown**: On average, the first two quarters of election years have lower returns (1.3% and 1.5%), while the third and fourth quarters show significant gains (6.2% and 3.3%). This pattern underscores the importance of patience and long-term perspective.
**Contested Elections**: Even in the face of contested elections, like those in 2000 and 2020, the market has demonstrated resilience. While short-term dips occurred, markets rebounded quickly, illustrating the importance of not making hasty investment decisions based on political uncertainty.

These trends emphasize the value of maintaining a steady, long-term approach to investing, even during politically charged times. Historical data suggests that while election years can introduce some volatility, the overall market growth remains robust.

🎁 Maximizing Your Tax Savings with Annual Gifts 🎁Giving isn’t just good for the heart—it’s good for your financial healt...
08/23/2024

🎁 Maximizing Your Tax Savings with Annual Gifts 🎁

Giving isn’t just good for the heart—it’s good for your financial health too. Annual gifting is a great way to share your wealth with loved ones while maximizing your tax savings.

Here’s how:
1. Annual Exclusion: You can give up to $18,000 per recipient each year. This allows you to transfer wealth tax-free.
2. Support Loved Ones: Help with a down payment or contribute to education for a meaningful way to support your family’s future
3. Charitable Contributions: Gifts to qualified charities are tax-deductible. Support causes you care about while reducing your taxable income.
4. Plan Wisely: Strategically timing your gifts and knowing the rules can help you maximize your tax benefits and ensure you’re giving in the most efficient way possible.

At Trivium, we’re here to help you navigate the complexities of gifting so you can align your wealth with your values.

🔒 Understanding Trusts: Protect Your Wealth for Future Generations 🔒When it comes to preserving your wealth and ensuring...
08/21/2024

🔒 Understanding Trusts: Protect Your Wealth for Future Generations 🔒

When it comes to preserving your wealth and ensuring it’s passed down to the people you care about most, trusts are a powerful tool. They offer flexibility, control, and peace of mind—knowing that your legacy will be protected for future generations.

Here’s why you should consider setting up a trust:
1. Control Over Distribution: A trust allows you to specify how and when your assets are distributed, ensuring they’re used according to your wishes.
2. Tax Benefits: Trusts can provide tax advantages, helping to minimize estate taxes and preserve more of your wealth for your heirs.
3. Protection From Creditors: Assets held in a trust are often shielded from creditors, offering an additional layer of security for your estate.
4. Peace of Mind: Knowing that your loved ones will be taken care of, and your assets will be managed according to your wishes, brings invaluable peace of mind.

At Trivium, we understand the importance of planning for the future. If you’re considering how to best protect your wealth, we’re here to guide you through the options and help you create a plan that honors your legacy.

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315 Post Road West, Suite 2A
Westport, CT
06880

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