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