Serve Clients Out of Charlotte, NC
TrinityPoint Wealth is an independent wealth management and investment advisory firm in Milford, CT. For over 20 years, our firm has been a premier investment firm in Connecticut and beyond. 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.
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
At TrinityPoint Wealth, we are always striving to provide an experience that clients find refreshing and new, yet with a firm philosophical and experience-bolstered foundation. We achieve this for our clients by focusing on the following key traits of our firm:
Our staff of dedicated financial advisors leans on a sizable catalog of financial knowledge and experience for each and every client we work with. Our team has over a century of combined experience in various aspects of financial advising, all of which are available for our clients to draw and benefit from. We combine what we know with fresh data, ideas, and perspectives to constantly improve our advising services.
Our financial advisory services are purely compensated by our clients, rather than by selling financial products or collecting commissions. As fiduciaries, we provide independent, objective financial advice in an open and transparent environment, where your best interest always comes first.
Our advisory services extend to individuals, families, and institutions of varying complexity and financial ability. From individual financial life planning to institutional asset allocation services, our team offers the total financial advisory package, no matter the scope or complexity of your needs.
Our highly skilled team is proactive, innovative, and ready to assist you. Financial planning and wealth management constantly changes with time, so we help clients adjust to those changes when necessary. 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.
The hallmark of our services boils down to a holistic, client-centered approach for each and every client. Due to our unique structure as a firm, we are able to assist a uniquely-robust group of individuals and entities seeking financial advice.
Upon contacting us, you will meet with a member of our team to discuss your questions, concerns, and needs. Once we fully understand your goals, we then craft a plan that takes into account all factors involved and walk you through the thinking behind our analysis. Finally, once you are completely satisfied with our plans, we help you put them into action for yourself or your business. Our team is always available to help you with simple questions, adjustments to your financial plan, or new services that you may need.
Financial planning can be a life-long journey, and our advisors would be happy to guide you every step of the way.
We’re here to help you achieve your goals.
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