Apr 8Jim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth AdvisorJim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth Advisor
Dec 14, 2021Dana Mascalo Wins Natural Nutmeg Magazine’s 10 Best Readers’ Choice Award For Fourth Year in A RowCongratulations to Dana Mascalo, Managing Partner with TrinityPoint Wealth, for being recognized in Natural Nutmeg’s 10 Best Readers’...
Nov 19, 2021Eric Passeri Talks Inflation on the Chaz & AJ ShowWhat is inflation, how is it affecting the state, and where does it stop? “Mr. Inflation” Eric Passeri from TrinityPoint Wealth explains...
Nov 17, 2021Congratulations To Our Five Star Women In Wealth Award WinnersWe 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, 2021Congratulations 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, 2021TrinityPoint Wealth earns a spot on FA Magazine’s 2021 RIA RankingMilford, CT August 3, 2021: TrinityPoint Wealth, LLC has been recognized in Financial Advisor (FA) Magazine’s RIA Ranking list — coming...
Feb 12, 2021Jim Betzig, CIMA® named a 2021 Forbes “Best-In-State” Wealth AdvisorMilford, CT, February 12, 2021: TrinityPoint Wealth, LLC today announced that Jim Betzig, Partner and CEO, has been ranked 12th out of...
Nov 6, 2020CEO of TrinityPoint Wealth, Jim Betzig, CIMA®, featured in PLANADVISER Magazine’s Advisers Giving BaCEO of TrinityPoint Wealth, Jim Betzig, CIMA®, featured in PLANADVISER Magazine’s Advisers Giving Back series. As seen in PLANADVISER...
Oct 21, 2020Dana Mascalo Wins Natural Nutmeg Magazine’s 2020 10Best Readers’ Choice AwardCongratulations to Dana Mascalo, Managing Partner with TrinityPoint Wealth, for being recognized in Natural Nutmeg’s 10Best Readers’...
Oct 8, 2020TrinityPoint Wealth is a Best of Milford 2020 Award WinnerTrinityPoint Wealth is proud to announce that we have been named the Best Financial Advisor in the inaugural Best of Milford Awards...
Aug 14, 2020TrinityPoint Wealth earns a spot on FA Magazine’s 2020 RIA Ranking ListMilford, CT August 12, 2020: TrinityPoint Wealth, LLC announced that it has placed on Financial Advisor (FA) Magazine’s RIA Ranking list...
Jul 17, 2020TrinityPoint Wealth Welcomes Katie TierneyTrinityPoint announces the addition of a new Client Associate, Katie Tierney. Katie is a recent graduate of the University of New Haven...
Mar 6, 20202019 Five Star Wealth ManagerSeven-year winner James A. Betzig, CIMA® – Jim brings decades of wealth management experience to his role as chief executive officer at...
Feb 18, 2020Jana Moebius L’Etoile Appointed Chief Operating Officer of TrinityPoint WealthTrinityPoint Wealth is pleased to announce the appointment of Jana Moebius L’Etoile as their Chief Operating Officer. Jana brings over 20...
Jan 15, 2020Jennifer Tavella is Appointed to Marketing CoordinatorIt is with great pleasure that we announce the appointment of Jennifer Tavella to Marketing Coordinator at TrinityPoint Wealth. In the...
Oct 30, 2019Dana Mascalo Wins Natural Nutmeg 2019 10 Best Readers’ Choice AwardCongratulations to Dana Mascalo, Managing Partner with TrinityPoint Wealth, for being recognized in Natural Nutmeg’s 10 Best Readers’...
Oct 1, 2019W. Michael Smiley To Join Focus Partner Firm TrinityPoint WealthNew York, NY – October 1, 2019 – Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus”), a leading partnership of independent, fiduciary...
Jun 7, 2019TrinityPoint 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, 2019TrinityPoint Wealth Expands TeamTrinityPoint announces the addition of a new Client Associate. Jennifer Tavella brings over 18 years of experience in financial services,...
Feb 1, 2019Dana McLaughlin Wins Natural Nutmeg 2018 10Best Readers’ Choice AwardCongratulations to Dana McLaughlin, Managing Partner with TrinityPoint Wealth, for being recognized in Natural Nutmeg’s 10Best Readers’...