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August 14, 2020

TrinityPoint Wealth earns a spot on FA Magazine’s 2020 RIA Ranking List

Milford, CT August 12, 2020: TrinityPoint Wealth, LLC announced that it has placed on Financial Advisor (FA) Magazine’s RIA Ranking list for the first time — coming in at #9 in Connecticut, and #381 Nationally for 2020. The list ranks registered investment advisors (RIAs) by assets under management (AUM)*.

“It is an honor to be ranked among the best advisors in our field,” said James Betzig, CEO of TrinityPoint Wealth.  “This accomplishment would not be possible without the hard work and dedication of our entire team.  We take great pride in creating an exceptional client experience on a daily basis. None of our achievements would be possible without our clients and their unwavering support. We are truly grateful.”

For the full ranking, please click here to view the original report. All client experiences may materially differ, and past performance is not indicative of future performance.

 

About TrinityPoint Wealth
TrinityPoint Wealth is a Registered Investment Advisory firm that provides a variety of financial services.  Our independent investment advisory firm is founded by partners who have more than 100 years of combined financial experience. No matter your goals or circumstances, we will work tirelessly on your behalf, providing value-added services, highly personalized attention and solutions customized for your unique objectives.

 

Methodology:
*To be eligible for our annual RIA rankings, firms must be registered investment advisors and provide financial planning and related services to individual clients. Firms with at least $500 million in assets under management will be included in our national ranking that will be published in the August 2020 issue of Financial Advisor magazine. For more information, visit FA’s Web site, www.fa-mag.com.

 

Media Contact:
Jennifer Tavella
Marketing Coordinator
TrinityPoint Wealth
(203) 693-8512

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