TrinityPoint Wealth is an independent wealth management and investment advisory firm in Milford, CT. For over 20 years, our firm has been a premier investment firm in Connecticut and beyond. Our 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.
At TrinityPoint Wealth, we are always striving to provide an experience that clients find refreshing and new, yet with a firm philosophical and experience-bolstered foundation. Our staff of dedicated financial advisors leans on a sizable catalog of financial knowledge and experience for each and every client we work with.
At TrinityPoint Wealth, we are always striving to provide an experience that clients find refreshing and new, yet with a firm philosophical and experience-bolstered foundation. Our staff of dedicated financial advisors leans on a sizable catalog of financial knowledge and experience for each and every client we work with.
Services
Whether we're working with individuals and families, business owners, retirement plans, or institutions, we believe that every client deserves fresh, innovative financial solutions that align with their goals and vision. TrinityPoint Wealth is able to provide trusted advice that brings deep knowledge and experience to all aspects of wealth management.
With over a century of combined experience in nearly all facets of financial planning and investment management, our team is uniquely qualified to provide what you need. We are highly experienced, deeply committed, and excited to help you achieve your goals. Jim brings decades of wealth management experience to his role as Chief Executive Officer at TrinityPoint Wealth.
We believe that only by understanding what's most meaningful to you can we customize financial solutions for growing, preserving, and transferring wealth that align with your goals and vision. Whether you are planning for retirement, going through a transition or thinking about selling your business - whatever stage of life you're in, we're here to serve all your financial needs.
At TrinityPoint Wealth, your personal and financial well-being is paramount to us. So we listen. We want to know what matters most to you, what keeps you up at night, what goals you have set for yourself and your family. We talk about your risk tolerance and time horizon. We'll also look at your tax situation, investment history, and liquidity needs.
When you think about your retirement, what does it look like? Are you doing all you can now to make that dream possible? While the sooner you begin, the better, it's never too late to put a retirement planning strategy in place. At TrinityPoint Wealth, we start by talking about your goals and priorities to determine how much income you'll need.
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