Master Planners for Your Financial Future

About Us

Tritium’s founders, Robert Bagonis and Quentin Sturm, are committed to a holistic approach to financial planning that recognizes it is a highly personal process that requires mutual respect, understanding, and trust. Tritium is structured to promote just that type of interaction and to create peace of mind by adding value to clients’ lives through conscientious stewardship. For advisors, we function as an essential support system that helps them grow their businesses, expand their services, and better connect with their current clientele. By investing in lasting and mutually beneficial relationships, Tritium is able to deliver highly customized services that focus our expertise on each client’s unique set of needs, priorities, and objectives.

Our advisor partners have access to a team of professionals that is well suited to enhance and expand their business. We bring a unique set of experience and expertise to every relationship, with a primary focus on comprehensive financial planning, including estate tax minimization strategies and business succession planning, as well as portfolio rebalancing with protection products. We view the relationship we have with our clients as a partnership, one that offers sound judgment and solid recommendations based on research, fundamental analysis, and years of experience. Tritium stands with our clients every step of the way to ensure their assets will endure for generations to come.