Serve Clients Out of Charlotte, NC
Customized financial planning and investment solutions for growing, preserving and transferring wealth
Fiduciary and consulting expertise covering all aspects of plan management for 401(k), SEP IRA, SIMPLE IRA, 457(b)/401, 403(b) and cash balance plans
Fiduciary guidance and investment management for endowments, foundations and non-profits
We are an independent investment advisory firm in Milford, Connecticut. Our dedicated financial advisors have decades of experience serving individuals and families, retirement plans and institutions that include endowments, foundations and non-profits.
At TrinityPoint Wealth, every client is important to us. We are not here to sell you products. Rather, as fiduciaries, we provide independent, objective financial advice in an open and transparent environment, where your best interest always come first.
Our highly skilled team is proactive, innovative and ready to assist you. We value the long-standing relationships we’ve built, and look forward to serving your financial needs and helping you achieve your goals and objectives now and in the years to come.
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