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...
- Apr 8
Jim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth Advisor
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
Congratulations to Dana Mascalo, Managing Partner with TrinityPoint Wealth, for being recognized in Natural Nutmeg’s 10 Best Readers’...
- Nov 19, 2021
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...
- Nov 17, 2021
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...
- Aug 23, 2021
Congratulations to Michele Martin, CFP®
We’re pleased to announce that Michele Martin has earned the distinguished Certified Financial Planner (CFP)® designation from the...
- Aug 3, 2021
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...
- Feb 12, 2021
Jim Betzig, CIMA® named a 2021 Forbes “Best-In-State” Wealth Advisor
Milford, CT, February 12, 2021: TrinityPoint Wealth, LLC today announced that Jim Betzig, Partner and CEO, has been ranked 12th out of...
- Nov 6, 2020
CEO of TrinityPoint Wealth, Jim Betzig, CIMA®, featured in PLANADVISER Magazine’s Advisers Giving Ba
CEO of TrinityPoint Wealth, Jim Betzig, CIMA®, featured in PLANADVISER Magazine’s Advisers Giving Back series. As seen in PLANADVISER...
- Oct 21, 2020
Dana Mascalo Wins Natural Nutmeg Magazine’s 2020 10Best Readers’ Choice Award
Congratulations to Dana Mascalo, Managing Partner with TrinityPoint Wealth, for being recognized in Natural Nutmeg’s 10Best Readers’...
- Oct 8, 2020
TrinityPoint Wealth is a Best of Milford 2020 Award Winner
TrinityPoint Wealth is proud to announce that we have been named the Best Financial Advisor in the inaugural Best of Milford Awards...
- Aug 14, 2020
TrinityPoint Wealth earns a spot on FA Magazine’s 2020 RIA Ranking List
Milford, CT August 12, 2020: TrinityPoint Wealth, LLC announced that it has placed on Financial Advisor (FA) Magazine’s RIA Ranking list...
- Jul 17, 2020
TrinityPoint Wealth Welcomes Katie Tierney
TrinityPoint announces the addition of a new Client Associate, Katie Tierney. Katie is a recent graduate of the University of New Haven...
- Mar 6, 2020
2019 Five Star Wealth Manager
Seven-year winner James A. Betzig, CIMA® – Jim brings decades of wealth management experience to his role as chief executive officer at...
- Feb 18, 2020
Jana Moebius L’Etoile Appointed Chief Operating Officer of TrinityPoint Wealth
TrinityPoint Wealth is pleased to announce the appointment of Jana Moebius L’Etoile as their Chief Operating Officer. Jana brings over 20...
- Jan 15, 2020
Jennifer Tavella is Appointed to Marketing Coordinator
It is with great pleasure that we announce the appointment of Jennifer Tavella to Marketing Coordinator at TrinityPoint Wealth. In the...
- Oct 30, 2019
Dana Mascalo Wins Natural Nutmeg 2019 10 Best Readers’ Choice Award
Congratulations to Dana Mascalo, Managing Partner with TrinityPoint Wealth, for being recognized in Natural Nutmeg’s 10 Best Readers’...
- Oct 1, 2019
W. Michael Smiley To Join Focus Partner Firm TrinityPoint Wealth
New York, NY – October 1, 2019 – Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus”), a leading partnership of independent, fiduciary...
- Jun 7, 2019
TrinityPoint Wealth Welcomes Maxen to the Family!
Congratulations to Dana Mascalo (McLaughlin) and her husband, Brian, on the birth of their son, Maxen! Maxen Thomas Mascalo Born 06.01.19...
- Feb 4, 2019
TrinityPoint Wealth Expands Team
TrinityPoint announces the addition of a new Client Associate. Jennifer Tavella brings over 18 years of experience in financial services,...