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

James A. Betzig

Cindy White

Alisa White (Franz)

Cima® Jim Betzig

Eric Passeri

Kevin Guth

Jana L’Etoile

Matthew Gallagher

Lise Robinson

W. Michael Smiley

Jerilyn Shannon

Dana R. Mascalo

Leadership Team

Wealth Management Advisors

Business Development

Teams at TrinityPoint Wealth

Leadership Team

Wealth Management Advisors

Business Development