TrinityPoint Wealth Welcomes Mark Dupont as President to Lead Growth and Innovation
“We are thrilled to have Mark on the TrinityPoint team. We have quite the history together..."
top of page
Blogs
Jul 19
FOR IMMEDIATE RELEASE
TrinityPoint Wealth named to “America’s Top RIA’s” list by Financial Advisor Magazine
Jun 10
Mackenzie Posey Awarded as a 2024 TrinityPoint Wealth Scholarship Recipient
Mackenzie Posey Awarded as a 2024 TrinityPoint Wealth Scholarship Winner
Sep 1, 2023
Stocks Trade Lower in August as Interest Rates Rise
Stocks Trade Lower in August as Interest Rates Rise
Aug 31, 2023
IRS Provides Two-Year Delay in Roth Catch-Up Requirements
The Internal Revenue Service (IRS) has granted a two-year delay in the Roth catch-up requirements. This decision brings relief to...
Jul 26, 2023
TPW named to FA Magazine's "50 Fastest Growing RIA's" and "America's Top RIA's" lists for 2023.
TrinityPoint Wealth named to the “50 Fastest Growing RIA’s" and “America’s Top RIA’s” lists by Financial Advisor Magazine. We are excited...
Jun 30, 2023
Dana Mascalo named as AdvisorHub’s “Top 100 Advisors to Watch” for 2023.
Dana Mascalo named as AdvisorHub’s “Top 100 Advisors to Watch” for 2023.
Jun 14, 2023
TrinityPoint Wealth awarded Best of Milford Region 2023
It is with great pleasure that we announce TrinityPoint Wealth has won “Best Financial Planner” in Milford for 2023. At TrinityPoint...
May 22, 2023
Jim Betzig, Named As One Of Barron’s Top 1,200 Advisors
FOR IMMEDIATE RELEASE Barron’s 2023 Top Advisor Rankings by State have been released and TrinityPoint Wealth is pleased to...
Mar 13, 2023
Silicon Valley Bank Update From TrinityPoint Wealth
Monday, March 13, 2023 On Friday, it was announced that Silicon Valley Bank, one of the tech industry's largest banks, was closed by...
Jan 13, 2023
JR Romano elevated to partner at TrinityPoint Wealth
FOR IMMEDIATE RELEASE Milford, CT January 13, 2023 TrinityPoint Wealth is pleased to announce that effective January 1, 2023, JR Romano...
Dec 21, 2022
Dana Mascalo, Wins Natural Nutmeg Magazine’s 10 Best Readers’ Choice Award For Fifth Year in A Row!
Congratulations to Dana Mascalo, Managing Partner with TrinityPoint Wealth, for being recognized in Natural Nutmeg’s 10 Best Readers’...
Aug 18, 2022
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...
Apr 8, 2022
Jim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth Advisor
Jim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth Advisor
Top
bottom of page