About James
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Areas of focus
Credentials & background
Designations
Clients served
The firm
With a combined 25+ years in the personal finance industry, we have seen a lot. Both from entrepreneurial families, we know firsthand what it is like to build a business from the ground up and all of the hard work, dedication, and grit that goes into. Most importantly, we have witnessed the financial responsibility that is crucial to making a business succeed. The challenge we’ve found for the average business owner is lack of execution. This is why Trivium Point Advisory was created.
565 Taxter Road, Suite 625 Elmsford, NY 10523$1.49B assets under management