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Jim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth Advisor
  • 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
Dana Mascalo Wins Natural Nutmeg Magazine’s 10 Best Readers’ Choice Award For Fourth Year in A Row
  • 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’...
Eric Passeri Talks Inflation on the Chaz & AJ Show
  • 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...
Congratulations To Our Five Star Women In Wealth Award Winners
  • 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...
Congratulations to Michele Martin, CFP®
  • 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...
TrinityPoint Wealth earns a spot on FA Magazine’s 2021 RIA Ranking
  • 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...
Jim Betzig, CIMA® named a 2021 Forbes “Best-In-State” Wealth Advisor
  • 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...
CEO of TrinityPoint Wealth, Jim Betzig, CIMA®, featured in PLANADVISER Magazine’s Advisers Giving Ba
  • 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...
Dana Mascalo Wins Natural Nutmeg Magazine’s 2020 10Best Readers’ Choice Award
  • 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’...
TrinityPoint Wealth is a Best of Milford 2020 Award Winner
  • 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...
TrinityPoint Wealth earns a spot on FA Magazine’s 2020 RIA Ranking List
  • 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...
TrinityPoint Wealth Welcomes Katie Tierney
  • 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...
2019 Five Star Wealth Manager
  • 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...
Jana Moebius L’Etoile Appointed Chief Operating Officer of TrinityPoint Wealth
  • 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...
Jennifer Tavella is Appointed to Marketing Coordinator
  • 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...
Dana Mascalo Wins Natural Nutmeg 2019 10 Best Readers’ Choice Award
  • 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’...
W. Michael Smiley To Join Focus Partner Firm TrinityPoint Wealth
  • 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...
TrinityPoint Wealth Welcomes Maxen to the Family!
  • 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...
TrinityPoint Wealth Expands Team
  • 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,...
Dana McLaughlin Wins Natural Nutmeg 2018 10Best Readers’ Choice Award
  • Feb 1, 2019

Dana McLaughlin Wins Natural Nutmeg 2018 10Best Readers’ Choice Award

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