Paradigm Financial Partners
Finance · Connecticut, United States · 11-50 Employees
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Overview
Headquarters
315 Post Rd W Ste 2A, Westport, Connecti...Phone Number
(203) 221-3085Website
www.pfpartners.comRevenue
$7.1 MillionIndustry
About Paradigm Financial Partners
Trivium Point Advisory offers a comprehensive suite of financial services including wealth planning, business advisory, and tax solutions, aimed at simplifying financial complexities for executives and business owners. Their approach integrates investments, tax strategies, and family dynamics to create a unified family wealth strategy. The firm positions itself as a strategic hub, ensuring that clients' financial teams are aligned and working towards their long-term goals. Trivium Point Advisory is dedicated to helping successful families manage their wealth efficiently, avoiding the need for multiple firms.Explore more
Paradigm Financial Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Paradigm Financial Partne...
$7.1M
11-50
Private
<$5M
2018
DF
Debbie FerriDirector, Underwriting & Policy Service
Paradigm Financial Partners Tech Stack
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Trivium Point Advisory offers a comprehensive suite of financial services including wealth planning, business advisory, and tax solutions, aimed at simplifying financial complexities for executives and business owners. Their approach integrates investments, tax strategies, and family dynamics to create a unified family wealth strategy. The firm pos... Read More
