March 6, 2020
2019 Five Star Wealth Manager
Seven-year winner James A. Betzig, CIMA® – Jim brings decades of wealth management experience to his role as chief executive officer at TrinityPoint Wealth. His extraordinary leadership, mentorship and collaborative skills are a guiding force at the firm, elevating the client experience and motivating each team member to go above and beyond client expectations. Jim works tirelessly on behalf of high-net-worth individuals, families, small businesses, 401(k) plans and institutional clients. Proactive, accessible and responsive, he advises on everything from investment management and financial planning to retirement plan design and wealth transfer.
Five-year winner Dana Mascalo (Mclaughlin), CFP®, C(k)P®, RLP®, AAMS® – Dana advises high-net-worth clients with complex needs and is sought after by individuals, families, business owners and executives near and far. Acting as their personal CFO, Dana looks at a client’s entire financial life with a visionary lens, advising on investment portfolios, retirement planning, life transitions, exit planning for business owners, customized advanced cash-flow planning and multigenerational wealth transfer strategies.
Four-year winner Lise Robinson, CFP®, CDFA®, AAMS® – Lise is passionate about helping all clients gain a greater sense of confidence and control over their financial lives. Lise brings a sustained focus and dedication to her work with individual and institutional clients that goes well beyond assessing a client’s initial needs and portfolio allocation. Addressing a broad range of financial issues that arise over the long term, she creates and implements asset management plans and financial planning strategies that are both comprehensive and adaptable to changing circumstances.
TriniyPoint Weallth, LLC (“TrinityPoint’) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of TrinityPoint by the SEC nor does it indicate that TrinityPoint has attained a particular level of skill or ability. This material prepared by TrinityPoint is for Informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. TrinityPoint does not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice.