TPW NEWS

Jim Betzig, Named As One Of Barron’s Top 1,200 Advisors

FOR IMMEDIATE RELEASE Barron’s 2023 Top Advisor Rankings by State have been released and TrinityPoint Wealth is pleased to announce that...

Silicon Valley Bank Update From TrinityPoint Wealth

Monday, March 13, 2023 On Friday, it was announced that Silicon Valley Bank, one of the tech industry's largest banks, was closed by...

JR Romano elevated to partner at TrinityPoint Wealth

FOR IMMEDIATE RELEASE Milford, CT January 13, 2023 TrinityPoint Wealth is pleased to announce that effective January 1, 2023, JR Romano...

Dana Mascalo, Wins Natural Nutmeg Magazine’s 10 Best Readers’ Choice Award For Fifth Year in A Row!

Congratulations to Dana Mascalo, Managing Partner with TrinityPoint Wealth, for being recognized in Natural Nutmeg’s 10 Best Readers’...

TrinityPoint Wealth has won Best Financial Advisor in Milford for 2022

Milford CT-It is with great pleasure that we announce TrinityPoint Wealth has won Best Financial Advisor in Milford for 2022. As a firm...

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

Dana Mascalo Wins Natural Nutmeg Magazine’s 10 Best Readers’ Choice Award For Fourth Year in A Row

Congratulations to Dana Mascalo, Managing Partner with TrinityPoint Wealth, for being recognized in Natural Nutmeg’s 10 Best Readers’...

Eric Passeri Talks Inflation on the Chaz & AJ Show

What is inflation, how is it affecting the state, and where does it stop? “Mr. Inflation” Eric Passeri from TrinityPoint Wealth explains...

Congratulations To Our Five Star Women In Wealth Award Winners

We are pleased to announce Five Star award winners Dana Mascalo and Lise Robinson’s appearance in a Women in Wealth special section in...

TrinityPoint Wealth earns a spot on FA Magazine’s 2021 RIA Ranking

Milford, CT August 3, 2021: TrinityPoint Wealth, LLC has been recognized in Financial Advisor (FA) Magazine’s RIA Ranking list — coming...

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