News
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