Answers to the questions we hear most often from clients and prospective clients.
A financial advisor helps you make informed decisions about your money. At Trillium Wealth, we go beyond traditional financial advice to serve as your coach, accountability partner, and advocate. We help you create a comprehensive financial plan, manage investments, plan for retirement, navigate estate planning, and more — all customized to your unique goals and situation.
Our fee structure is transparent and designed to align our interests with yours. We typically charge a percentage of assets under management, As your assets grow, so does our fee, which helps align our interests with yours over the long term. Fees are charged regardless of portfolio performance. During your initial consultation, we'll discuss our fee structure in detail so there are no surprises.
Your first meeting is all about getting to know each other. In about 15 minutes, we'll learn about your situation, goals, and needs. There's no obligation and no pressure. We'll determine if we're a good fit for each other and discuss how we can help you pursue your vision of true wealth.
We work with people from all walks of life. Whether you're just getting started building wealth or you have a significant portfolio, we have solutions designed for your situation. The best way to find out how we can help is to schedule a consultation.
Our proven process includes regular check-ins at 30 days, 90 days, and annually. However, we're always available when you need us. You can reach out to your advisor anytime, and we encourage ongoing communication so we can keep your plan current and dynamic.
We have six offices across the country: Winter Park, FL (headquarters); Clifton Park, NY; Downingtown, PA; Monroe, LA; Raleigh, NC; and Yorkville, IL. We also serve clients virtually, so distance is never a barrier to working together.
Investment advisory services are offered through Trillium Wealth LLC, an SEC Registered Investment Advisor. As a registered investment advisor, we have a fiduciary duty to act in your best interests. Your best interests always come first.
We leverage a disciplined investment process that focuses on transparency, proactive service, and accountability. Our in-house investment team regularly monitors your portfolio using a combination of the latest technology and proven strategies, adjusting as needed to help you pursue your financial objectives.
We'd love to hear from you. Schedule a no-obligation consultation and we'll answer all your questions.
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