Milford, CT August 3, 2021: TrinityPoint Wealth, LLC has been recognized in Financial Advisor (FA) Magazine’s RIA Ranking list — coming in at #10 in Connecticut, and #325 (previously #381) Nationally for 2021. The list ranks registered investment advisors (RIAs) by assets under management (AUM)*.
“It is an honor for TrinityPoint Wealth to be ranked among the Top RIA’s in the country,” said James Betzig, CEO of TrinityPoint Wealth. “This accomplishment is the result of an incredible team effort. I am truly humbled by our team’s commitment to our firm and our clients especially after such a challenging year. Our firm’s success is very much attributed to our clients who place their trust in us every day. We sincerely appreciate their loyalty and will continue to work tirelessly on their behalf.”
For the full ranking, please click here to view the original report. All client experiences may materially differ, and past performance is not indicative of future performance.
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.
Methodology: *To be eligible for our annual RIA rankings, firms must be registered investment advisors and provide financial planning and related services to individual clients. Firms with at least $500 million in assets under management will be included in our national ranking that will be published in the August 2021 issue of Financial Advisor magazine. For more information, visit FA’s Web site, www.fa-mag.com.
Media Contact: Jennifer Tavella Marketing Coordinator TrinityPoint Wealth (203) 693-8512