Specialized Tools, Uncommon Expertise, and a Team That is Exceptionally Committed to Protecting Your Financial Future
From our founding, Tritium Private Wealth Strategies was built to operate differently than other wealth protection services. Seeing a clear gap in the marketplace, where investors were being underserved by existing offerings, we designed a complete and proprietary framework that taps into the most advanced financial vehicles and markets, leveraging their strengths and minimizing their risks. But a powerful system is only as effective as the people responsible for managing it, and the Tritium team is fully engaged with our partners and zealously dedicated to ensuring their financial future is secure.
Why We’re Different
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.
Tritium Private Wealth Strategies is a leader in advanced wealth protection that operates at the cutting edge of financial planning and leverages a variety of tools – including asset and risk management, estate and tax planning, insurance vehicles, and business succession implementation. Our mission is the development of uniquely crafted financial planning that is skillfully implemented to protect and secure the wealth of high net worth individuals, families, and institutions for generations.
Our goal is to expand access to financial planning and wealth protection resources to a larger audience by sharing our expertise and proving we are able to adapt to fast-changing market forces more nimbly and effectively than anyone else in the marketplace.
Embrace change and never assume the status quo is the best option
Be an assertive and reassuring voice for sound, practical, and helpful guidance that positions our clients for long-term growth
Never stop broadening and deepening our areas of expertise, and learn from every experience and use that knowledge to continually improve our processes
Stay transparent to the greatest extent possible and communicate freely so that everyone stays in the loop
Build durable, mutually beneficial relationships that only grow stronger with time
Stay connected to our partners and their interests and never forget that we need to win their trust and confidence with every interaction