© 2015 by Tritium Private Wealth Strategies, LLC

 

IRS CIRCULAR 230 DISCLOSURE

To ensure compliance with requirements imposed by the United States Treasury Department, you are hereby informed that any advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.   This advice may not be forwarded without our express written consent. 

This prominent disclaimer will not appear, however, if the written tax advice is in the form of, and meets the requirements of, a "covered opinion" (a term defined in the Circular 230 regulations).  Generally, a "covered opinion" issued by us will include written opinions we provide to clients who have retained Tritium Private Wealth Strategies, LLC to advise them on federal tax consequences of specific transactions, which is a practice which we do not undertake.

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Please be advised that any legal opinions or discussions contained herein should not be construed as or relied upon as legal advice to the client or to his advisor. The client should work with his/her own legal counsel to determine the course of action appropriate for the client's particular situation.

 

Tritium is not engaged in the practice of law, and will provide no legal services to you.  You are further advised that no legal privilege of confidentiality exists for any information transmitted or shared with Tritium and its personnel.

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About Technology Services

Focusing On Business Intelligence

 

Using platforms for tracking and reporting has transformed companies' analytics. Tritium will provide your company with the integration and training to your producers and management by engaging them in the systems below.

 

Featured Industries

  • Insurance Representatives/Firms

  • Investment Representatives/Firms

  • Accountants

  • Lawyers

  • Realtors

  • Small Business Owners

 

Touchstone Management

  • Tracking of key data.

  • Training management on how to evaluate data.

 

Marketing Pack

  • How to obtain referrals at the most intimate level.

 

Client Profile

  • Building an online file of everything that has been completed and the future goals of the client to deliver optimum service.

 

Cloud Service Organization

  • Utilization of cloud sharing and assessing which platform is best suited for your needs.

 

Presentation Staging

  • Engaging your clients by outfitting your company with technology to deliver your pitch by use of iPad, mobile projectors, screen sharing and many other options for your needs.

 

Event Marketing and Planning

  • How do you generate business outside of an office setting? We can help plan and teach you to create exclusive events tailored to clients interests. 

 

 

 

Comprehensive Database Consulting

 

Do you want your organization to be as efficient and effective as possible? Of course you do, but the time, energy and involvement to create procedures to accomplish that is heavily involved. With Tritium’s proven success and innovation with providing insurance brokers an effective and reliable database environment, your organization will be stronger and more successful overall with the consultancy from Tritium's database consultants. Being able to properly manage and utilize your data will provide you with the type of business intelligence that will support reporting and data analytics. Making decisions with tracked and reported data will allow you to make business decisions that reflect your individual and company goals. Why try to make decisions based on inaccurate information? Tritium will provide you with the following services to transform your business into an organized, cohesive reporting system catered to your needs.

 

  • Database Migration Services

  • Database Installations and Upgrades

  • Data Analytics and Auditing

  • Performance Analysis and Optimization

  • Business Intelligence Enhancements

  • Providing Database Administrators and Specialists

  • Data Integration

  • Customer Relationship Management