OUR FIRM

Whether we’re working with individuals and families, business owners, retirement plans, or institutions, we believe that every client deserves fresh, innovative financial solutions that align with their goals and vision.

 

TrinityPoint Wealth is able to provide trusted advice that brings deep knowledge and experience to all aspects of wealth management. We’re proud to be a proactive team that’s committed to having an impact and making a real difference in the lives of our clients.

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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.

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Our Bench Runs Deep 

We are part of the Focus Financial Partners network, a leading partnership of independent, fiduciary wealth management firms. Focus provides access to best practices, resources, and continuity planning for its partner firms who service individuals, families, employers, and institutions with wealth management, benefit, and investment consulting services. 

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Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics, and best practices of the market leader to achieve their business objectives. With the backing of Focus, we’ve gained access to resources, expertise, research services, and technology providers so that we can find and deliver high quality solutions for our clients.

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We are Fiduciaries, First and Foremost

That means we hold ourselves to a high standard of care, accountability, and transparency, striving to act in your best interest. As fiduciaries, we have a client-focused approach that has one overriding purpose—to ensure your financial well-being, focusing on your needs and interests.

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We Look at the Whole Picture

For us, it’s not just about how you invest your money, it’s about how well you’re able to live your dreams, achieve your vision and fulfill your goals. To put those things in motion, we take the time to find out what’s most important to you, so we can use our expertise and resources to custom-tailor solutions for your specific needs and circumstances. Our goal is to provide an exceptional client experience, making a positive difference, one inspired vision at a time.

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The Credentials that Set Our Team Members Apart

At TrinityPoint Wealth, we set the bar high for quality and excellence, and many of our firm’s team members have met rigorous credentialing and educational requirements to earn six key designations that distinguish us in our industry. They are:

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• Certified Financial Planner™ (CFP®): Not all financial planners are certified. This designation is only awarded by the Certified Financial Planner Board of Standards Inc. to individuals who meet its stringent education, examination, experience, and ethics requirements. CFP Disclosures: CFP Code of Ethics and Standards of Conduct​

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• Certified Investment Management Analyst (CIMA®): Administered through the Investments & Wealth Institute (Formerly IMCA) to individuals who meet its experience, ethical, education, and examination requirements, it is the only credential of its kind designed specifically for financial professionals seeking competency as an advanced investment consultant. CIMA® designees are further required to adhere to the Investments & Wealth Institute’s Code of Professional Responsibility and Standards of Practice on an ongoing basis.

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• Certified 401(k) Professional (C(k)P®): Identifies financial professionals who have been authorized to use this designation in the USA, and who have the knowledge and experience to favorably affect the outcome of corporate retirement plans. It is administered by The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education.

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• Certified Private Wealth Advisor® (CPWA®): Is a professional certification specifically designed for financial advisors who work with high-net-worth clients on their wealth management needs. To earn the CPWA® designation, financial advisors must typically meet specific educational and experience requirements, pass a rigorous examination, and adhere to a code of ethics. The CPWA® certification is awarded by the Investments & Wealth Institute.

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• Certified Divorce Financial Analyst® (CDFA®): Awarded by the Institute for Divorce Financial Analysts to individuals who have met stringent professional standards and have agreed to adhere to the Code of Ethics and Professional Responsibility. CDFA® professionals are skilled at analyzing data and providing expertise on the financial issues of divorce—assisting both client and attorney in understanding how the decisions the client makes today will impact his or her financial future.

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• Registered Life Planner® (RLP®): Provides financial guidance, support, and advice that has the potential to change lives — focusing on helping clients discover their most essential goals, and then aligning those goals with their finances. Recipients must complete a two-day Seven Stages of Money Maturity workshop and five days of Life Planning Advanced Training, followed by a six-month mentorship and case study program.

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• Accredited Asset Management SpecialistSM (AAMS®): Awarded by the College for Financial Planning® to individuals who complete the 12-module AAMS® Professional Education Program and successfully pass an examination addressing a range of investment-related matters.

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See the bios of our individual team members to learn more about their credentials.

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Honest, Proven Financial Advice – Choose TrinityPoint Wealth

Whether you are just starting your financial journey or are gearing up for retirement, we are confident in our ability to help you get on the right track. To get to know our financial advisors in more detail, give us a call or send us an email to schedule your consultation.