EMPOWERED BY GENIUS

It’s time you changed the conversation about money from product-focused to process-driven.

 

We’ll shatter your pre-conceived notions about money and what to expect from your financial professional.  A custom personal financial model created for each client is monitored and managed by your Macro Manager and ensures everything is working together to achieve your goals. Instead of a Financial Junk Drawer of ineffective products working at cross-purposes, we deliver integrated strategies designed to help grow wealth, increase cash-flow, and protect your legacy.

Circular infographic from Truvium Financial Group illustrating the “G.E.N.I.U.S.” financial planning model. The circle is divided into six colored segments, each representing a step: • G. Goal Setting: “Goal setting and data gathering” (green) • E. Efficiency: “Finding efficiencies and inefficiencies in your financial world” (orange) • N. Navigating: “Navigate through an economic model” (blue) • I. Integrating: “Integrating and coordinating all the components of your financial model” (dark blue) • U. Utilizing: “Utilizing velocity of money concepts” (teal) • S. Synchronise: “How does this all synchronize” (yellow) Truvium Financial Group logo is centered in the middle of the circle.
Learn the economic principles wealthy families have used for generations