Blogs

Coastal Bridge Advisors merges with TrinityPoint Wealth

Matthew Coutcher awarded ThinkAdvisor Luminaries “Next Gen Rising Star” Award

TrinityPoint's Dana Mascalo featured in Kiplinger article: "How Her Financial Adviser Changed Her Life"

TrinityPoint Wealth Promotes Jana L’Etoile to Chief Administrative Officer

“We are thrilled to have Mark on the TrinityPoint team. We have quite the history together..."

TrinityPoint Wealth named to “America’s Top RIA’s” list by Financial Advisor Magazine

Mackenzie Posey Awarded as a 2024 TrinityPoint Wealth Scholarship Winner

Stocks Trade Lower in August as Interest Rates Rise

The Internal Revenue Service (IRS) has granted a two-year delay in the Roth catch-up requirements. This decision brings relief to...

TrinityPoint Wealth named to the “50 Fastest Growing RIA’s" and “America’s Top RIA’s” lists by Financial Advisor Magazine. We are excited...

Dana Mascalo named as AdvisorHub’s “Top 100 Advisors to Watch” for 2023.

It is with great pleasure that we announce TrinityPoint Wealth has won “Best Financial Planner” in Milford for 2023. At TrinityPoint...

FOR IMMEDIATE RELEASE Barron’s 2023 Top Advisor Rankings by State have been released and TrinityPoint Wealth is pleased to...

Monday, March 13, 2023 On Friday, it was announced that Silicon Valley Bank, one of the tech industry's largest banks, was closed by...

FOR IMMEDIATE RELEASE Milford, CT January 13, 2023 TrinityPoint Wealth is pleased to announce that effective January 1, 2023, JR Romano...

Congratulations to Dana Mascalo, Managing Partner with TrinityPoint Wealth, for being recognized in Natural Nutmeg’s 10 Best Readers’...

Milford CT-It is with great pleasure that we announce TrinityPoint Wealth has won Best Financial Advisor in Milford for 2022. As a firm...

Jim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth Advisor