Trevian Wealth Management Email Format
Investment ManagementMassachusetts, United States2-10 Employees
Trevian Wealth Management is a registered investment advisor based in Weston, Massachusetts. The firm focuses on investment management with a specialty in optimizing the personal finances of entrepreneurs and investors. It provides independent financial guidance and adheres to fiduciary duties in serving clients. It treats personal finances as an interconnected optimization problem that requires ongoing attention as life circumstances change. In selecting an advisor, the firm advocates evaluating ethics, values, and intellectual alignment to ensure the partner understands the client's goals and discipline. The company operates within the investment management industry, aiming to support clients who have built wealth through entrepreneurship or investing.