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TPW NEWS

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...

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...

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

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

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

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