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Homepage Companies TrinityPoint Wealth

TrinityPoint Wealth

Locations: 612 Wheelers Farms Rd Milford, Connecticut 06461, US + (+1 more)

Company Size: 1 - 100

Industry: Investment Management

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Tyler D'Amore

Client Associate at TrinityPoint Wealth

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Jim Betzig, CIMA®

Partner and CEO at TrinityPoint Wealth

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Jerilyn Shannon

Chief Compliance Officer at TrinityPoint Wealth, LLC

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Jana L'Etoile

Partner/Chief Operating Officer at TrinityPoint Wealth

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Eric Passeri

Chief Investment Officer, Senior Wealth Advisor at TrinityPoint Wealth

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Michael Mahoney MBA, CIMA, CPWA

TrinityPoint Wealth

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JR Romano

Wealth Advisor, Business Development at TrinityPoint Wealth

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