TrinityPoint Wealth named to “America’s
Top RIA’s” list by Financial Advisor Magazine
Milford, CT, July 18, 2024 – TrinityPoint Wealth, a leading provider of wealth management services, is proud to announce that it has been recognized as one of the top Registered Investment Advisor (RIA) firms in America by FA (Financial Advisor) Magazine, moving from '#292 in 2023, to '#237 in 2024. These annual honors recognize the most exceptional financial advisory firms who have demonstrated outstanding expertise, innovation, and commitment to their clients and the industry. It also demonstrates the ability to adapt to changing market conditions and meet the evolving needs of today’s economy.
"We are honored to be named as one of FA Magazine's “Top RIA Firms," said Jim Betzig, CEO of TrinityPoint Wealth. "This achievement reflects our team's commitment to providing personalized, client-focused advice that offers our clients the ability to achieve their financial goals. We are fortunate to have incredible clients, and a team that prides itself on its independent, fiduciary approach to wealth management, ensuring that client interests are always prioritized.”
Financial Advisor magazine delivers essential market information, investment strategies and practice management ideas to their readership of financial planners, investment advisors and independent broker-dealers. The magazine is ranked first as the most-read publication for financial advisors. To be eligible for the Top RIA ranking, firms must be independent registered investment advisors, file their own Form ADV with the U.S. Securities and Exchange Commission (SEC), and provide financial planning and related services to individual clients. To be included in the ranking, firms voluntarily complete and submit FA magazine's survey. No fees are paid to be included in the FA magazine's annual RIA ranking. Financial Advisor magazine orders firms from largest to smallest based on their assets under management at the year end.
To view the full ranking from FA Magazine: https://www.fa-mag.com/2024riasurveyandranking Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation or experience.
About TrinityPoint Wealth:
TrinityPoint Wealth is an independent wealth management and investment advisory firm located in Milford, CT as well as in Charlotte, NC. We are fiduciaries with a commitment to transparency, integrity, and client advocacy, who serve both families and individuals, as well as providing guidance for retirement plans and institutions that include endowments, foundations, and nonprofits. For more information, please visit TrinityPointWealth.com.
Media Contact:
Alisa White
Marketing Director
TrinityPoint Wealth