Important regulatory, investment, and risk information.
Last updated: June 2026
The information on this website is provided by Trillium Wealth, LLC ("Trillium Wealth") for informational and educational purposes only and is subject to the following disclosures. Please read them carefully.
Trillium Wealth, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission ("SEC"). Registration as an investment adviser does not imply any particular level of skill or training and does not constitute an endorsement of the firm by the SEC. Advisory services are offered only to clients and prospective clients in jurisdictions where Trillium Wealth is registered or is otherwise exempt from registration.
Nothing on this Site constitutes investment, legal, accounting, or tax advice, or a recommendation to buy, sell, or hold any security or to pursue any investment strategy. Content is general in nature, does not take into account your particular circumstances, and should not be relied upon as the basis for any financial decision. You should consult your own investment, legal, and tax professionals regarding your specific situation before acting on any information presented here.
The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to any residents of any state or jurisdiction other than where Trillium Wealth and its representatives are properly licensed or exempt. Information should not be construed as personalized advice.
Certain statements may be "forward-looking," including projections, forecasts, and estimates. These statements are based on assumptions and current expectations, involve known and unknown risks and uncertainties, and do not reflect actual investment results. Actual events and results may differ materially from those expressed or implied. Forward-looking statements speak only as of the date made, and Trillium Wealth undertakes no obligation to update them.
All investing involves risk, including the potential loss of principal. Different types of investments involve varying degrees of risk:
Past performance is not indicative of, and does not guarantee, future results. There is no assurance that any investment strategy will achieve its objectives. Asset allocation and diversification do not ensure a profit or protect against loss in a declining market. Any indices or benchmarks referenced are unmanaged, cannot be invested in directly, and do not reflect the deduction of fees or expenses.
This Site may contain links to third-party websites and may reference information obtained from sources believed to be reliable. Trillium Wealth does not guarantee the accuracy, timeliness, or completeness of any third-party information and is not responsible for the content of any linked site. The inclusion of any link is provided solely as a convenience and does not imply endorsement, sponsorship, or recommendation.
Any client testimonials or third-party endorsements that may appear are presented in accordance with the SEC Marketing Rule (Rule 206(4)-1). A testimonial or endorsement is not necessarily representative of the experience of other clients and is not a guarantee of future performance or success. Material conflicts of interest and any compensation arrangements, where applicable, are disclosed at the point of use.
For important information about Trillium Wealth's advisory services, fees, and conflicts of interest, please review our Form ADV Part 2A (Disclosure Brochure) and our Form CRS (Client Relationship Summary). These documents are available on the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov and upon request at no charge.
Questions about these disclosures may be directed to info@trillium-wealth.com or (321) 295-8492, or by mail at 230 S. New York Ave, Suite 200, Winter Park, FL 32789.