News

Jim Betzig, CIMA® named a 2021 Forbes “Best-In-State” Wealth Advisor

News | February 12, 2021

Milford, CT, February 12, 2021: TrinityPoint Wealth, LLC today announced that Jim Betzig, Partner and CEO, has been ranked 12th out of 103 of Connecticut’s top wealth advisors. The Forbes rankings were developed by SHOOK Research, which used an algorithm of qualitative and quantitative data to rate thousands of advisors […] read more

CEO of TrinityPoint Wealth, Jim Betzig, CIMA®, featured in PLANADVISER Magazine’s Advisers Giving Back series.

News | November 6, 2020

The PLANADVISER Advisers Giving Back profile series has featured more than 20 leading retirement plan advisers and advisory firms that are engaged in giving back to their local, regional and global communities. read more

Dana Mascalo Wins Natural Nutmeg Magazine’s 2020 10Best Readers’ Choice Award

News | October 21, 2020

Congratulations to Dana Mascalo, Managing Partner with TrinityPoint Wealth, for being recognized in Natural Nutmeg’s 10Best Readers’ Choice Awards for Best Life/Business Coach in the Financial Planning Category for the third year in a row! read more

TrinityPoint Wealth is a Best of Milford 2020 Award Winner

News | October 8, 2020

TrinityPoint Wealth is a Best of Milford 2020 Award Winner read more

TrinityPoint Wealth earns a spot on FA Magazine’s 2020 RIA Ranking List

News | August 14, 2020

Milford, CT August 12, 2020: TrinityPoint Wealth, LLC announced that it has placed on Financial Advisor (FA) Magazine’s RIA Ranking list for the first time — coming in at #9 in Connecticut, and #381 Nationally for 2020. The list ranks registered investment advisors (RIAs) by assets under management (AUM)*. “It […] read more

TrinityPoint Wealth Welcomes Katie Tierney

News | July 17, 2020

TrinityPoint announces the addition of a new Client Associate, Katie Tierney.  read more

2019 Five Star Wealth Manager

News | March 6, 2020

Seven-year winner James A. Betzig, CIMA® Jim brings decades of wealth management experience to his role as chief executive officer at TrinityPoint Wealth. read more

Jana Moebius L’Etoile Appointed Chief Operating Officer of TrinityPoint Wealth

News | February 18, 2020

TrinityPoint Wealth is pleased to announce the appointment of Jana Moebius L’Etoile as their Chief Operating Officer. read more

Jennifer Tavella is Appointed to Marketing Coordinator

News | January 15, 2020

It is with great pleasure that we announce the appointment of Jennifer Tavella to Marketing Coordinator at TrinityPoint Wealth. read more

Dana Mascalo Wins Natural Nutmeg 2019 10 Best Readers’ Choice Award

News | October 30, 2019

Congratulations to Dana Mascalo, Managing Partner with TrinityPoint Wealth read more

W. Michael Smiley To Join Focus Partner Firm TrinityPoint Wealth

News | October 1, 2019

New York, NY – October 1, 2019 – Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus”), a leading partnership of independent, fiduciary wealth management firms, announced today that W. Michael Smiley (“Smiley”) has joined Focus partner firm TrinityPoint Wealth, LLC (“TrinityPoint”). read more

TrinityPoint Wealth Welcomes Maxen to the Family!

News | June 7, 2019

  Congratulations to Dana Mascalo (McLaughlin) and her husband, Brian, on the birth of their son, Maxen!   Maxen Thomas Mascalo ✨ Born 06.01.19 7lbs 2ozs, 20.5 inches read more

TrinityPoint Wealth Expands Team

News | February 4, 2019

TrinityPoint announces the addition of two new Client Associates, bringing the total number of employees in the Milford, CT office from 9 to 11. read more

Dana McLaughlin Wins Natural Nutmeg 2018 10Best Readers’ Choice Award

News | February 1, 2019

Congratulations to Dana McLaughlin, Managing Partner, for winning Best Life/Business Coach read more

2019 Community Star Awards

News | January 30, 2019

Warmest thanks to Greyson Schwing, Milford Alive and the Boys & Girls Club of Milford read more

Ribbon Cutting Ceremony

News | December 14, 2018

Warmest thanks to Mayor Ben Blake, the Milford Chamber of Commerce, and to our clients for participating in our ribbon cutting on December 4, 2018. read more

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