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

TrinityPoint Wealth today announced that Jim Betzig, Partner and CEO, has been ranked for the third consecutive year as one of Connecticut’s top wealth advisors. The Forbes rankings were developed by SHOOK Research, which used an algorithm of qualitative and quantitative data to rate thousands of advisors with a minimum of seven years of experience in the wealth management industry. The rankings were compiled through analysis of several key factors, including the experience levels, credentials, revenue produced, assets under management, compliance records and industry experience of more than 32,000 nominees.

“I am honored to be recognized as one of the top advisors in the State of Connecticut for another year,” said Betzig. “None of this would be possible without the dedication of our entire team. This is truly a team effort, and I am honored to work alongside such outstanding professionals. Thank you to our clients, for the trust and confidence they place in us each day.”

To view the full rankings on Forbes.com, please click here: https://www.forbes.com/best-in-state-wealth-advisors/#42c310a291d1

About TrinityPoint Wealth

TrinityPoint Wealth is an independent wealth management and investment advisory firm in Milford, CT and Charlotte, NC. Our dedicated financial advisors have decades of experience serving individuals and families, as well as providing guidance for retirement plans and institutions that include endowments, foundations, and nonprofits.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Media Contact: Jennifer Tavella Marketing Coordinator TrinityPoint Wealth (203) 693-8512 www.trinitypointwealth.com


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