TrinityPoint Wealth is an independent wealth management and investment advisory firm in Milford, CT and Charlotte, NC. 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.
Everybody needs a road map. From our stand point, it's how do you put that road map together and how do you get there.
– James A. Betzig, CIMA Partner, Chief Executive Officer
Where Wealth Meets Life
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. Trusted advice from a proactive team that brings deep knowledge and experience to all aspects of wealth management. A team that’s committed to having an impact and making a real difference in the lives of their clients. That is who we are and that’s why we created TrinityPoint Wealth.
We Are Fiduciaries, First and Foremost
That means we hold ourselves to a high standard of care, accountability and transparency, acting in your best interest at all times. We are not here to sell you products. Rather, as fiduciaries, we are objective, unbiased and have one overriding purpose — we strive to ensure your financial well-being, putting your needs and interests above everything else.
We Look at the Whole Picture
For us, it’s not just about how you invest your money — it’s about how well you’re able to live your dreams, achieve your vision and fulfill your goals. To put those things in motion, we take the time to find out what’s most important to you, so we can use our expertise and resources to custom-tailor solutions for your specific needs and circumstances. Our goal is to provide an exceptional client experience, making a positive difference, one inspired vision at a time.