News
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