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...