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

Congratulations to Christopher J. Macca

News | December 2, 2019

Congratulations to Christopher J. Macca on his completion of the Accredited Wealth Management Advisor SM - AWMA® program. 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