About Truvium
A Wealth Management Company That
- Holistic Planning
- Fact-Based Decision-Making
- Client-Centric Design
Throughout history radical shifts in thinking have propelled us to spectacular and never-before-seen heights. Transformations in thinking, like the Industrial Revolution and the Scientific Method, completely changed our lives and opened new worlds of opportunity.
We’re committed to positive change, moving beyond pre-2008 product-focused, advisory to fact-based decision-making that eliminates opinions and uncoordinated action. To us, the surest path to sustainable financial health is by viewing it as a holistic process, and then embracing 21st Century technologies and tools to get there. At the heart of our proprietary process is our name: Truvium, combining Truth and the Latin word— Trivium.
Trivium is a systematic method of critical thinking deriving factual certainty from a set of information; the place where knowledge, wisdom and action meet. Truth comes from unbiased mathematical and scientific examination that isn’t prejudiced toward any specific product or strategy. Only by looking at both sides of the coin, can you end up with a unified and optimized financial position comprised of products and strategies all working together, rather than against each other.
Truvium Financial Group is on the leading edge of a movement ushering in a new era of financial possibilities. Proven one client at a time, we help clients reclaim control of their financial lives with holistically integrated strategies, and personal financial models we rigorously stress-test before executing. Our process, Empowered by GENIUS focuses on cash flow not merely accumulation, helps to protect wealth, seek efficiency and enables you to reduce taxes and fees, but without needlessly subjecting it to risk and erosion.
Empowering you with knowledge and truth, our dedicated team will serve you diligently with the highest standards. It is, after all, your money. We think it’s time you started enjoying it on your own terms.
We’ve changed the conversation about money and that changes everything.
Core Values
When you know where you stand… You know where you can go.
Passion
Truvium’s approach to wealth management is transformative. As our clients learn just how revolutionary our knowledge and process is, they not only gain confidence, they get excited. The possibilities that unfold as your financial future becomes clear — the potential for minimizing losses and maximizing increased wealth — are thrilling, and we take our greatest pleasure from taking you on the journey toward those possibilities.
Truth
Above all, Truvium is committed to knowledge and clarity. Only with a truly accurate sense of one’s financial situation can a person make sound choices in planning their financial future. But before we step forward we must examine the foundation. We work diligently to educate our clients in the rules of the financial game; the rules created by the government, banks, and financial institutions, and cleverly pitched by their carefully calculated marketing campaigns. Only once you understand the true nature of money, monetary policy, and financial products can you begin to create a plan that is not only viable and sustainable, but gives you the freedom to enjoy your wealth on your terms.
Integrity
Our name blends the words “truth” and “Trivium,” Trivium being an ancient method of systematic thinking that derives factual certainty from a body of information. We are committed to helping you make the very best choices for your financial future, and we are committed to open, honest communication and unsurpassed ethics in conduct. On these sound legs, your financial future stands tall.
Our Mission
Our paramount priority is the elimination of uncertainty: when the disparate aspects of your financial life are unified by a holistic approach to asset management and strategic planning, an accurate picture of your finances is revealed, as is the way forward.
Our Vision
What if everything you thought you knew about money turned out to be wrong? And what if there were a team of financial professionals dedicated not merely to profits, but to progress toward a new understanding? We could find no such team, so we formed it ourselves.
Meet Our Team
Nicholas R. Palumbo
Founder & CEO
Landon Meadows
President
Greg Myers
Director of Business Development
Michael Haffey
Managing Partner, Truvium, Florida
Claudinia “Claudia” Rodrigues
Financial Services Representative
Kate Anderson
Chief of Staff
Jessica Rubin
Executive Assistant