Master Planners for Your Financial Future
Tritium Private Wealth Strategies leverages every possible tool, including estate, business succession, and executive benefit planning, to protect wealth over very long periods. Thanks to expertise in accounting, legal regulations, and financial management, we are able to carve out unique paths that avoid taxation pitfalls and other risks to securing wealth.
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.
Quentin C. Sturm, J.D., CPA
Quentin, a former national director of the estate planning services unit of Coopers & Lybrand (now owned by PricewaterhouseCoopers), is a highly respected leader in the financial services industry. With over 40 years in the legal and accounting disciplines, Quentin is an invaluable partner on any team, adding sophistication and a wealth of advanced financial planning knowledge.
Robert J. Bagonis, Jr.
Robert specializes in quantitative analysis, financial modeling, and integrated insurance design. He was the youngest manager and senior strategist of the advanced sales team for one of New England Financial’s largest agencies. He is uniquely qualified to provide a broad spectrum of financial planning options, including premium financing, COLI, supplemental retirement income, and cost recovery. Robert has established and trusted relationships with all major insurance carriers.