Lisa Truitt
Senior Financial Strategist at Tritium Private Wealth Strategies - King of Prussia, PA, US
Lisa Truitt's Colleagues at Tritium Private Wealth Strategies
Lisa Truitt's Contact Details
610-864-8021
Greater Philadelphia
Tritium Private Wealth Strategies
Lisa Truitt's Company Details
Tritium is a boutique planning firm located in King of Prussia, PA that focuses on a holistic approach to financial planning. We understand that planning is a very personal journey that requires mutual respect, understanding, and trust. We bring a unique set of experience and expertise to every relationship, with a primary focus on comprehensive wealth strategies, including estate tax minimization, business succession planning, deferred compensation solutions, retirement strategies and insurance needs.Our goal is to provide peace of mind by adding value to our clients' lives through conscientious stewardship. We, along with our strategic partners, function as a support system in serving many areas our clients' financial needs. We are independently owned and operated, meaning our only "quota" is clientsatisfaction.