Invest Confidently & Shape Your Future

Trillium Square Advisors provides personalized wealth management solutions to help you achieve your financial goals.

For Entrepreneurs

"You have worked hard to build your business and now you are seeing the fruits of years of hustling and toiling. Your business is generating income and is growing nicely. You can see your dreams can finally start coming alive. You want to make sure you are fully on that path and make all your dreams come true.",

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Business Executives

"You know you are smart and ambitious. You have made the right moves and you are proud of your career success. If you haven't already, you are very likely to make it to the top soon.You love what you do; you would like to keep going as long as you can. You are making enough to keep your family and loved ones happy. Now you want to make sure that your money is also making the right moves.",

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Busy Professionals

"You have a great job. Your family is well provided for. You would like to continue working and are making great progress in your career as long as you can remain healthy and strong. Now you want to make sure your family is protected and your money is working just as hard, as you are towards making your dreams come into a reality.",

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Our Services

Comprehensive Financial Solutions

At Trillium Square Advisors, we offer a full range of services to help you build, manage, and preserve your wealth.

Financial Planning

Comprehensive 10-step financial planning process including college savings options, student loan management, and our proven engagement methodology.

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Retirement Planning

Strategic retirement income planning with Social Security optimization, Roth conversions, IRMAA planning, and RMD optimization strategies.

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Tax Planning

Advanced tax strategies including loss harvesting, RSU planning, ISO & AMT optimization, and capital gains management for maximum efficiency.

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Investment Management

Tax-efficient investment strategies with optimal asset allocation, diversification between public and private markets, and comprehensive asset protection.

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Alternative Investment Products

Access to sophisticated investment opportunities including private equity, hedge funds, real estate investments, and structured products for qualified investors.

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Estate Planning

Comprehensive estate planning including trust establishment, wealth transfer strategies, charitable giving, and advanced asset protection techniques.

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Education Planning

Strategic planning for educational expenses including 529 plans, Coverdell ESAs, education tax credits, and student loan optimization strategies.

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Workplace Solutions

Comprehensive employee benefit optimization including 401(k) management, stock option planning, and executive compensation strategies.

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Asset Protection

Advanced strategies to protect your wealth from potential creditors, lawsuits, and other financial risks through legal structures and insurance.

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About Us

Your Trusted Financial Partner. We are passionate about planning. We obsess about investment ideas.

At Trillium Square Advisors, we are obsessed on exploring various investment ideas and financial instruments to evaluate them for our client portfolios. We have a passion to explore, discover and analyze various financial instruments and products. We are either talking to our partners on estate planning strategies that may address the unique situation of a client or we are analyzing an alternative investment strategy for its tax benefits. If there is any financial product out there that may benefit our clients, we want to know more about it and we want to bring it to benefit our clients. We employ cutting edge programming and machine learning tools to continually improve our quantitative investment strategies.

Our practice is founded by Sukesh Pai, CFA. With over a couple of decades of broad industry experience, Sukesh brings fresh perspective from different disciplines such as technology, engineering and design to the financial advisory service. Having started his career in the technology industry, he understands the needs and aspirations of engineers, scientists and software developers. He implements evidence-based strategies and systematizes the investment process to mitigate the impact of behavioral biases in decision making.

We love what we do, it is our dream job to serve our clients by making their money work harder for them. We want to channel our passion of helping people plan for their financial future by putting our insights into action.

Our Values

Client-Focused Approach
Integrity & Transparency
Long-Term Perspective
Personalized Solutions

Our Values

Client-Focused Approach

Your goals and needs come first in everything we do.

Integrity & Transparency

We operate with the highest ethical standards and complete transparency.

Long-Term Perspective

We focus on sustainable growth and long-term financial security.

Personalized Solutions

Every client receives customized strategies tailored to their unique situation.

Blogs

Insights, Updates & Real-World Scenarios

Stay informed with our latest articles, economic analysis, and real-world financial planning case studies.

Advanced Planning

General Financial Planning calculators

How to Coordinate Roth Conversions with Charitable Giving to Reduce Taxes and Build Wealth

Roth conversions create taxable income, but strategic charitable giving in the same year may offset that tax burden significantly ...

Maximize Your Social Security Benefits: Optimal Claiming Strategies for a Secure Retirement

Social Security represents the largest source of retirement income for most Americans, yet many claim benefits without understanding how timing affects their ...

Multi-Year Roth Conversion Planning: A Strategic Approach to Reducing Lifetime Taxes

For decades, the conventional wisdom has been simple: contribute to tax-deferred accounts like Traditional IRAs and 401(k)s during your high-earning years, then withdraw in retirement when your tax rate is presumably lower. However, this assumption may not ...

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Our Team

Financial Experts Dedicated to Your Success

Meet the experienced professionals who will guide you on your financial journey.

Sukesh Pai, CFA

Principal

Our practice is led by Sukesh Pai. Prior to founding Trillium Square Advisors, he served at QMS Capital Management LP and Morgan Stanley & Co. He is a holder of the Chartered Financial Analyst ® designation and has an MBA from Duke University where he was a Fuqua Scholar.

He started his career as a Software Engineer at Microsoft and holds a Computer Science & Engineering degree from Indian Institute of Technology (IIT), Bombay.He is an active board member at the FPA of the Triangle and a charter member at TiE Carolinas where he mentors high school students on entrepreneurship.

Jeff Seymour

Head of Acquisitions

Our acquisition efforts are lead by Jeff. He brings decades of experience spanning: financial planning (Duke CFP), quantitative analysis, Investment Advisor Representative, technology sales, business management, software engineering and product management.

Sivakumar Sitaraman

Associate Planner

Sivakumar "Siva" Sitaraman is leveraging his background as an IT executive into the financial planning industry. With over 25 years in various roles in Information Technology, he held leadership positions at Verizon from 1999 to 2020, including IT Director at Verizon Consumer Markets. In that role, he oversaw a staff that maintained over 8,000 production application components. He is now focused on helping individuals and businesses achieve their financial goals through advice on education funding, retirement, and wealth management.

To support his new career, Siva has obtained several licenses, including the Securities Industries Essentials (SIE) Exam, Series 63, Series 65, Series 7, and the Texas Health and Life Insurance State Exam. He has also completed the required education for the CFP® exam. His academic background includes an MBA from the University of Texas at Dallas (2005) and a Master of Science from the University of Kentucky (1992)

Harshil Zaveri

Associate of Planning & Data Analytics

Harshil Zaveri, has a diverse background, holding a Master's degree in Financial Mathematics and a Bachelor's degree in Computer Science. He is currently pursuing the Chartered Financial Analyst (CFA) designation. Harshil's academic journey and expertise sit at the intersection of technology and finance, where he focuses on quantitative modeling and data-driven financial strategies.

With strong analytical and problem-solving skills, Harshil is passionate about applying data science and advanced analytics to solve complex financial problems. He has a keen desire to learn more, constantly seeking out new challenges and skills to enhance his understanding and make a meaningful impact in the industry.

Samuel Miesmer

Client Service Associate

Sam assists our clients in support of their accounts and the overall efficiency of the firm so they can grow their long-term wealth and retire comfortably. He is an aspiring Associate Financial Advisor as he is currently preparing for the Series 65 exam. He is passionate about financial literacy and helping others understand basic principles of finance. Prior, Sam held two positions at Fidelity Investments for over 2 years as a Customer Relationship Advocate and then as a Retirements Specialist where he developed excellent communication skills. He completed his Financial Paraplanner Qualified Professional (FPQP) designation in 2020 and he currently holds the following FINRA licenses: SIE (Security Industry Essentials), Series 7, and Series 63. Sam began his financial services career here at Trillium Square Advisors as a Consultant and we are pleased to have him return to the team after his time at Fidelity Investments. Sam holds a B.A. from The New School in New York City and lives with his wife in Durham, NC. He enjoys hiking, basketball, cooking, and taking care of his two dogs.

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