Suken Jogani is a Founder and Managing Director at Trillium Wealth. Suken focuses on providing a comprehensive approach to financial planning, including education, retirement planning, disciplined and tax-efficient investment strategies, along with estate planning. His personal mission is to ensure a generational transfer of wealth, tailored to each client’s unique situation. Suken’s passion for helping clients achieve their lifelong goals is evident in his dedicated approach to wealth management.
Suken’s commitment to excellence is reflected in his consistent recognition as a Premier Advisor* and his appearance on the Forbes Best-In-State Wealth Advisor** list from 2019-2024.
He sees himself continuing to help clients achieve financial independence by taking a solutions-based approach and always putting clients first in everything he does.
Education and Credentials:
- Bachelor of Science in Business Administration – Finance, University of Delaware
- Forbes Best-In-State Wealth Advisors (2019-2024)
- Wells Fargo Advisors Premier Advisor (2011-2023)
Personal Life and Interests:
- Born in Barberton, OH and raised in Wilmington, DE, Suken and his wife Maria now live in Newark. The have three daughters, Laura, Ellie and Julia.
- Family enjoys travel, hiking, and spending time at their Jersey shore house
- Hobbies include golf, skiing, and exercise
- Actively supports local charities and serves on the board of Serviam Girls Academy
*In recognition of his achievements, Suken held the Wells Fargo Platinum Council distinction from 2011-2023. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Wells Fargo Financial Advisors as measured by completion of educational components, business production based on the previous year and professionalism. The title is awarded each March, based on activity for the prior January 1 – December 31st period. Additional criteria, adherence to best practices and team structure were also used to determine recipients.
** The Forbes Best-in-State Wealth Advisors rating was presented in April 2024 using data gathered from June 2022 to June 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 – 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 – 6/30/18 (Source: Forbes.com).
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