NEWS

For Immediate Release

 


Media Contact:

Trish Boyle, Head of Communications and Technology

203 221 3085 ext 220

[email protected]

www.triviumpoint.com

 

 

Trivium Point Advisory, LLC acquires Westchester County wealth management firm James VanMetter and Associates

 

Westport, CT (June 13, 2024) - Trivium Point Advisory, a rapidly growing RIA and Accounting firm with offices in NY & CT, is pleased to announce the acquisition of James VanMetter and Associates, a firm specializing in wealth management in Westchester County. The acquisition marks the third for Trivium in the last 6 months, which demonstrates the firm’s commitment to expand their strength, services, and market presence in the tri-state area.


James Van Metter, president of James Van Metter and Associates states “in searching for a successor I found Trivium to be the perfect firm to align with knowing that they will provide my clients with continued sound Wealth Management and Investment advice along with integrated technology to strengthen the relationship. I feel my clients will have a partner in Trivium for many years to come.”


“This acquisition aligns with our growth strategy and our dedication to becoming a known organization for practice acquisition. We are excited to work with the clients of VanMetter and Associates to provide them with continued expertise and experience that our firm is capable of,” says Trivium Managing Partner, George Gerhard.


Ron Pac, Managing Partner at Trivium, adds, “The proximity of this acquisition, is a testament to the increasing demand for a firm that encompasses all aspects of wealth management and accounting. Clients are looking for comprehensive services under one roof, and we are proud to meet that need.”

 

Trivium Point Advisory continues to solidify its position as a leading provider of integrated wealth management and accounting services, reinforcing its commitment to excellence and client satisfaction.

As of the date of this announcement, Trivium Point Advisory has crossed the 1.3 billion of assets under management and will execute just over 1,500 tax returns.

 


 

Trivium Point Advisory is an independently owned and operated financial advisory firm with four offices in Fairfield County, Connecticut, and Westchester County, New York. The firm is driven by a passion for delivering professional financial guidance and personalized services to individuals and businesses. Advisory services are offered through Trivium Point Advisory, LLC (Trivium). Securities are offered through LPL Financial (LPL). Trivium and LPL are not affiliated. Advisory services are only offered to clients or prospective clients where Trivium and its representatives are properly licensed or exempt from licensure. To learn more about how Trivium’s team of coordinated, tenured professionals are helping clients find clarity at life's crossroads, visit www.TriviumPoint.com.

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