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Trillium Wealth LLC
Trillium Wealth is a financial management firm that creates personalized strategies for every stage of life. It has a team of seasoned financial advisors...
Overview
Trillium Wealth is a financial management firm that creates personalized strategies for every stage of life. It has a team of seasoned financial advisors focused on long-lasting client relationships built on respect, honesty, and integrity. The firm takes a holistic approach, offering retirement planning, income planning, tax planning, education planning, portfolio management, estate planning, charitable giving strategies, and fiduciary services for retirement plans. Its drive to provide exceptional client service is enhanced through a partnership with &Partners and backed by the support of Fidelity.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Winter Park
Corporate office
New York, NY, United States
Principals
TJ Zak
CFP®, AIF® — Founder – Managing Director
Suken Jogani — Founder – Managing Director
Anthony Juliano
CFP® — Founder – Wealth Advisor
Tracey Stefanisko — Practice Director
Lisa Littles — Wealth Consultant
Jacqueline Larkin — Senior Client Relationship Associate
Rose Hill — Senior Registered Client Relationship Associate
Judith-Anne Manning — Client Relationship Associate
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