This fall marks an exciting milestone for Trivium Point Advisory: the opening of their new flagship office in Wilton. By bringing together their Ridgefield and Westport teams into one central location, they’ve created more than just a new space — they’ve built a home for deeper collaboration.
From the beginning, Trivium has believed that real clarity comes when every part of a financial life is connected. By uniting wealth management, accounting, and business advisory under one roof, they’ve helped families and business owners see the full picture and make smarter, faster decisions. But their vision has always gone further. They’re building the framework for an effortless financial experience, both for clients seeking clarity and for advisors looking to elevate their service.
“Many financial advisors reach a point where they’ve built strong client relationships but realize they serve the company they work for more than the clients themselves,” says George Gerhard, Managing Partner. Trivium has built an ecosystem that empowers advisors to put their clients first — free from corporate influence and constraints. By integrating wealth management, tax, and business advisory into one framework, they enable advisors to deliver true, unbiased advice and create a more elevated experience for the families they serve.
That’s exactly what drew one of Trivium’s newest advisors to join the team. “It was hard to find an environment where I could truly support all aspects of a client’s life,” says Ziyah Esbenshade, who recently joined Trivium Point. “Here, all the disciplines are intertwined — tax, planning, and wealth — and all roads lead to custom advice. It allows me to serve clients in a deeper, more meaningful way.”
For clients, the move is equally transformative. “Our clients are often successful business owners or executives,” says Ron Pac, Managing Partner. “They’re driven, but their lives are complex — balancing growth, family, legacy, and tax strategy. What they really want is clarity: a way to connect all the moving parts so they can make confident decisions. That’s exactly what we bring together in one place.”
Clients appreciate the integrated model. “I chose Trivium because everything in my financial world finally connects,” says Rick, a longtime Trivium Point client. “My accountant, financial planner, and business consultant aren’t pulling me in different directions. Instead, they sit at one table, working together so I can focus on what matters most — my business and my family.”
The Wilton office is designed to reflect this mission. From modern technology and collaborative meeting spaces to a welcoming environment for families and businesses alike, it embodies Trivium’s vision for the future of advisory services: holistic, integrated, and deeply personal.
Trivium Point Advisory is proud to call Wilton home. This move isn’t just about growth; it’s about making an impact, building trust, and continuing to serve our community at the highest level. •
“I chose Trivium because everything in my financial world finally connects. My accountant, financial planner, and business consultant aren’t pulling me in different directions. Instead, they sit at one table, working together so I can focus on what matters most — my business and my family.”
