A fancy word that means we are a true financial partner who acts only in your best interest. They have someone in their corner working as hard to protect their money as they did to earn it. Instead of managing their money alone, they have the help of a knowledgeable financial professional. Settling a loved one's estate and distributing their assets
Sarath Damodar —
I consider Mike as an advisor extraordinaire; who goes above and beyond to create financial strategies to help his clients
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
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Financial planning in Milford, CT