TrinityPoint Wealth
Jim brings decades of wealth management experience to his role as Chief Executive Officer at TrinityPoint Wealth. His extraordinary leadership, mentorship and collaborative skills are a guiding force at the firm, elevating the client experience and motivating each team member to go above and beyond client expectations.
Believing that client relationships are a partnership, Jim works tirelessly on behalf of high net worth individuals and families, small businesses and 401(k) plans, as well as the institutional clients he serves. Proactive, accessible and extremely responsive, he advises on everything from investment management and financial planning to business retirement plan design and wealth transfer.
Before founding TrinityPoint Wealth, Jim spent six years as Partner and CEO at Beirne Wealth Consulting. Prior to that, Jim served as a Vice President and Senior Wealth Financial Advisor at Merrill Lynch from 1994-2012.
He earned a Bachelor’s Degree in Economics and History from Trinity College.
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TrinityPoint Wealth
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.