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. Trusted advice from a proactive team that brings deep knowledge and experience to all aspects of wealth management. A team that’s committed to having an impact and making a real difference in the lives of their clients. That is who we are and that’s why we created TrinityPoint Wealth.
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.
Our bench runs deep
We are part of the Focus Financial Partners network, a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled 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. Focus partner firms maintain their entrepreneurial 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 unprecedented access to resources, expertise, research services and technology providers so that we can find and deliver the best solutions for our clients.
We are fiduciaries, first and foremost
That means we hold ourselves to a high standard of care, accountability and transparency, acting in your best interest at all times. We are not here to sell you products. Rather, as fiduciaries, we are objective, unbiased and have one overriding purpose — we strive to ensure your financial well-being, putting your needs and interests above everything else.
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.
Our credentials set us apart
At TrinityPoint Wealth, we set the bar high for quality and excellence, and have met rigorous credentialing and educational requirements to earn six key designations that distinguish us in our industry. They are:
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.
Certified Investment Management Analyst (CIMA): Administered through the Investment Management Consultants Association 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 IMCA’s Code of Professional Responsibility and Standards of Practice on an ongoing basis.
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.
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.
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.
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.