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

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

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

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

We’re pleased to announce that Michele Martin has earned the distinguished Certified Financial Planner (CFP)® designation from the...

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

Milford, CT, February 12, 2021: TrinityPoint Wealth, LLC today announced that Jim Betzig, Partner and CEO, has been ranked 12th out of...

CEO of TrinityPoint Wealth, Jim Betzig, CIMA®, featured in PLANADVISER Magazine’s Advisers Giving Back series. As seen in PLANADVISER...

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

TrinityPoint Wealth is proud to announce that we have been named the Best Financial Advisor in the inaugural Best of Milford Awards...

Milford, CT August 12, 2020: TrinityPoint Wealth, LLC announced that it has placed on Financial Advisor (FA) Magazine’s RIA Ranking list...

TrinityPoint announces the addition of a new Client Associate, Katie Tierney. Katie is a recent graduate of the University of New Haven...

Seven-year winner James A. Betzig, CIMA® – Jim brings decades of wealth management experience to his role as chief executive officer at...

TrinityPoint Wealth is pleased to announce the appointment of Jana Moebius L’Etoile as their Chief Operating Officer. Jana brings over 20...

It is with great pleasure that we announce the appointment of Jennifer Tavella to Marketing Coordinator at TrinityPoint Wealth. In the...

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

New York, NY – October 1, 2019 – Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus”), a leading partnership of independent, fiduciary...

Congratulations to Dana Mascalo (McLaughlin) and her husband, Brian, on the birth of their son, Maxen! Maxen Thomas Mascalo Born 06.01.19...

TrinityPoint announces the addition of a new Client Associate. Jennifer Tavella brings over 18 years of experience in financial services,...

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