TrinityPoint Wealth

Trinity Point Wealth

Investment Management, 612 Wheelers Farms Rd, Milford, Connecticut, 06461, United States, 11-50 Employees

trinitypointwealth.com

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Who is TRINITYPOINT WEALTH

TrinityPoint Wealth is an independent wealth management and investment advisory firm in Milford, CT and Charlotte, NC. Our dedicated financial advisors have decades of experience serving ...

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industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

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TrinityPoint Wealth Org Chart and Mapping

Employees

Jana l'Etoile

Partner/Chief Operating Officer

Eric Passeri

Chief Investment Officer, Senior Wealth Advisor

Tyler Griffin

Wealth Management Intern

Tyler Damore

Associate Wealth Advisor

Matthew Gallagher

Head of Business Development

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Frequently Asked Questions Regarding TrinityPoint Wealth

Answer: TrinityPoint Wealth's headquarters are located at 612 Wheelers Farms Rd, Milford, Connecticut, 06461, United States

Answer: TrinityPoint Wealth's phone number is +12*********

Answer: TrinityPoint Wealth's official website is https://trinitypointwealth.com

Answer: TrinityPoint Wealth's revenue is $5 Million to $10 Million

Answer: TrinityPoint Wealth's SIC: 6282

Answer: TrinityPoint Wealth's NAICS: 523940

Answer: TrinityPoint Wealth has 11-50 employees

Answer: TrinityPoint Wealth is in Investment Management

Answer: TrinityPoint Wealth contact info: Phone number: +12********* Website: https://trinitypointwealth.com

Answer: TrinityPoint Wealth is an independent wealth management and investment advisory firm in Milford, CT and Charlotte, NC. Our dedicated financial advisors have decades of experience serving individuals and families, as well as providing guidance for retirement plans and institutions that include endowments, foundations, and nonprofits. Our highly skilled team is proactive, innovative and ready to assist you. We value the long-standing relationships weve built, and look forward to serving your financial needs and helping you achieve your goals and objectives now and in the years to come.

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