Trivium Point Advisory, the Westport-headquartered financial advisory firm, has announced two mergers and corresponding rebranding initiatives.
The mergers involve Paradigm Financial Partners, an SEC registered investment advisory firm with offices in Connecticut, and Lyons & Lyons CPAs, which will bring Trivium a suite of tax services, including expert accounting, tax planning, and business consulting to complement the its investment advisory and financial planning services.
“We are delighted to welcome both teams from Paradigm and Lyons & Lyons into our family,” said Trivium Managing Partner Ron Pac. “Together, we will seek to further elevate our commitment to the community while expanding our services and capabilities to address the evolving financial needs of all our clients – all within one trusted brand.”
