2011456665887629 2011456665887629
top of page

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 TrinityPoint Wealth works with retirees, pre-retirees and businesses both big and small. Our focus is financial planning, wealth management and institutional consulting.

“An award like this is special to TrinityPoint because when we started, we set out to create a culture for our clients that felt like a neighborhood firm. A firm you can trust. This award re-enforces our mission. It is why being a fiduciary is so important to how we treat our clients, whether you are a retired teacher, a CEO or a young family looking to save, we have your best interest at the core of our planning strategies. You have one retirement let us make it count.” Jim Betzig CEO

TrinityPoint Wealth has offices in Milford Connecticut and Charlotte, North Carolina. Our website is www.trinitypointwealth.com


The Milford Regional Chamber of Commerce and Milford Living present the inaugural Best of Milford Awards. Over the course of the last four months, Milford residents nominated favorite businesses in dozens of categories. During the 30 days of voting that followed, area businesses encouraged their patrons to vote for them and thousands cast their selections for local favorites. The Best of Milford recognition should not be construed by a client or a prospective client as a guarantee that he/she will experience a certain level of results if TrinityPoint Wealth or any of its Investment Advisor Representatives are engaged; nor should it be construed as a current or past endorsement of TrinityPoint Wealth by any of its clients. Investment performance is not a criterion for the recognition and the recognition is not indicative of TrinityPoint Wealth’s future performance. TrinityPoint Wealth did not pay a fee for this recognition. The inclusion of an award on the Best of Milford list should not be construed as an endorsement. The award does not evaluate the quality of service provided by the Firm or its Registered Investment Advisors. Working with a Best of Milford award winner or any Investment Advisor Representative is no guarantee as to future investment success. TrinityPoint Wealth is not affiliated with the Milford Regional Chamber of Commerce, or Milford Living.


bottom of page