February 4, 2019
TrinityPoint Wealth Expands Team
TrinityPoint announces the addition of two new Client Associates, bringing the total number of employees in the Milford, CT office from 9 to 11. Jennifer Tavella brings over 18 years of experience in financial services, client relationship management, and operations. She is excited to join the team in providing the ultimate client experience to TPW clients. Christopher J. Macca, a recent graduate from Trinity College, joined TPW in December, and has already provided invaluable support for the private client and retirement plan operational teams.
TrinityPoint Wealth was founded in 2018 by partners with more than 100 years of combined financial experience. As fiduciaries, they provide independent, objective financial advice in an open and transparent environment, where the client’s best interest always come first. The entire team is committed to providing an exceptional client experience, making a positive difference, one inspired vision at a time. The office is located at 612 Wheelers Farms Rd. Milford, CT 06461.