TrinityPoint Wealth is an independent wealth management and investment advisory firm in Milford, CT. For over 20 years, their firm has been a premier investment firm in Connecticut and beyond. Their dedicated financial advisors have decades of experience serving individuals and families, as well as providing guidance for retirement plans and institutions that include endowments, foundations, and nonprofits.

Investment Management

TrinityPoint Wealth

TrinityPoint Wealth's headquarters in Milford, CT, United States

James A. Betzig

Eric Passeri

Kevin Guth

Matthew Gallagher

Dana R. Mascalo

The Business Development team at TrinityPoint Wealth focuses on expanding the firm’s client base and building strategic partnerships. They leverage market insights to identify growth opportunities, enhance client engagement, and drive brand awareness through targeted marketing initiatives. By collaborating with financial advisors and stakeholders, the team aims to enhance the firm’s reputation and service offerings in the wealth management landscape.

Business Development

The Leadership Team at TrinityPoint Wealth is responsible for setting the strategic direction and overall vision of the firm. Comprising key executives such as the Managing Partners, CEO, and Chief Operating Officer, this team oversees operational efficiency, compliance, and client relations, while ensuring that the firm’s wealth management services maintain the highest standards of excellence and integrity in the industry. Their collective experience and leadership foster a culture of growth and innovation, driving the firm’s mission to serve individuals, families, and institutions effectively.

Leadership Team

The Wealth Management Advisors team at TrinityPoint Wealth specializes in delivering personalized financial strategies tailored to the unique goals of individuals and families. They leverage their extensive experience to provide comprehensive investment management, retirement planning, and tailored advice for institutions such as endowments and nonprofits. Committed to building lasting client relationships, the team focuses on long-term growth and financial security for their clients.

TrinityPoint Wealth

Org chart

Teams

Business Development

Leadership Team

Wealth Management Advisors

Offices

TrinityPoint Wealth

Org chart

Teams

Business Development

Leadership Team

Wealth Management Advisors

Offices

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