JR Romano elevated to partner at TrinityPoint Wealth




- Aug 18, 2022
TrinityPoint Wealth has won Best Financial Advisor in Milford for 2022


- Apr 8, 2022
Jim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth Advisor


- Dec 14, 2021
Dana Mascalo Wins Natural Nutmeg Magazine’s 10 Best Readers’ Choice Award For Fourth Year in A Row


- Nov 19, 2021
Eric Passeri Talks Inflation on the Chaz & AJ Show


- Nov 17, 2021
Congratulations To Our Five Star Women In Wealth Award Winners


- Aug 22, 2021
Congratulations to Michele Martin, CFP®


- Aug 2, 2021
TrinityPoint Wealth earns a spot on FA Magazine’s 2021 RIA Ranking


- Feb 12, 2021
Jim Betzig, CIMA® named a 2021 Forbes “Best-In-State” Wealth Advisor


- Nov 6, 2020
CEO of TrinityPoint Wealth, Jim Betzig, CIMA®, featured in PLANADVISER Magazine’s Advisers Giving Ba


- Oct 20, 2020
Dana Mascalo Wins Natural Nutmeg Magazine’s 2020 10Best Readers’ Choice Award


- Oct 7, 2020
TrinityPoint Wealth is a Best of Milford 2020 Award Winner


- Aug 13, 2020
TrinityPoint Wealth earns a spot on FA Magazine’s 2020 RIA Ranking List


- Jul 16, 2020
TrinityPoint Wealth Welcomes Katie Tierney


- Mar 6, 2020
2019 Five Star Wealth Manager


- Feb 18, 2020
Jana Moebius L’Etoile Appointed Chief Operating Officer of TrinityPoint Wealth


- Jan 15, 2020
Jennifer Tavella is Appointed to Marketing Coordinator


- Oct 29, 2019
Dana Mascalo Wins Natural Nutmeg 2019 10 Best Readers’ Choice Award


- Sep 30, 2019
W. Michael Smiley To Join Focus Partner Firm TrinityPoint Wealth


- Jun 6, 2019
TrinityPoint Wealth Welcomes Maxen to the Family!