Service Offered
Financial & Legal Services,
Financial & Taxation Services,
Investment Management
- Claimed
- Serving Across US
- 15 Years in Business
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15 Years
Sukesh Pai, CFA
Sukesh Pai
Trillium Square Advisors LLC is a full service wealth management firm. We are fiduciary financial planners and can help you with your retirement or ongoing financial planning needs. We also help your business with setting up retirement plans and tax planning. We have extensive experience evaluating financial markets and investments. Our goal is to utilize this expertise in meeting the unique needs of our clients. 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. We specialize in Retirement Planning, Cash Flow Analysis, College Education Planning, Financial Forecasts, Investment Management and Tax Planning.
Rated 5.0 When I first met Sukesh 6 months ago at information session, even though I was impressed with his knowledge, I was unsure whether I wanted to go thru another exercise, esp having done a couple of plans previously. I did not want to pay for another plan where I could not understand why the plan was any better than what I had. When I expressed this concern, Sukesh explanined how he does things, how he can help limit risk for the sought return and made me see value to hiring him. Like me, Sukesh is an engineer by training (but from IIT, the most elite school in India). So he could understand me extremely well as a client. He brings to the table a rare combination of financial planning skills and analytical abilities. Due to his superb analytical skills, he would crunch numbers to show why a certain plan was better than an alternative, something no other planner I have met could do. Very patient, customer focused and always open to looking at alternate ideas, even if it questions his own recommendations. Over the course of 6 weeks we diligently worked on a plan that both of us felt good about and that he then helped execute. The service he gave was worth every penny I paid for. Highly recommend to anybody who is looking for financial guidance to try a free consultation.
Founded in 2018 and based in Rolesville, North Carolina, Trillium Square Advisors LLC provides personalized wealth management, financial planning, tax services, and retirement strategies. As a fiduciary Registered Investment Adviser (RIA), our mission is to empower entrepreneurs, professionals, and families nationwide with tailored, evidence-based financial solutions that support lifelong goals.
Led by Sukesh Pai, CFA, our leadership team blends engineering precision with decades of finance expertise. We value integrity, transparency, and long-term partnerships. Our staff includes CFA and CPA/PFS specialists committed to guiding clients with ethical, data-driven advice.
“They guided my transition from tech career to financial freedom with clarity.” – Alex, Raleigh
“Sukesh’s transparent and data-led approach earned my trust.” – Priya, Durham
“Exceptional service handling our family's estate and retirement goals.” – Emily, Cary
Headquartered at Rolesville and with an office in Raleigh, NC. Serving clients nationwide via virtual meetings. Open Monday–Friday, 9 AM–5 PM ET, with flexibility for evenings and weekends by appointment.
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