W. Michael Smiley To Join TrinityPoint Wealth
Serve Clients Out of Charlotte, NC

A Fresh Thinking, Forward-Looking Approach To Wealth Management

Decades of experience combined
with an entrepreneurial spirit
Our Partners
Financial advice that can make a
meaningful difference in your life
Get Started with TrinityPoint Wealth

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. 

How We Provide Unmatched, Client-Centered Value

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:

Breadth of Experience

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. 

Fee-Only 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.

A Wide Range of Advisory Services

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.

Long-Term Advising Relationships

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.

What To Expect From Our Wealth Management and Financial Planning Services

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.

Create Your Map of Possibility With TrinityPoint Wealth!

Life is full of endless possibilities, but it often requires a detailed map to reach certain destinations. At TrinityPoint Wealth, we strive to provide detailed, clear, and effective maps towards financial success now and for the foreseeable future.  Interested in learning more about what we offer? Contact our Connecticut or North Carolina offices via phone or by email to get in touch with us! 

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