TrinityPoint Wealth Employee Directory

Q: What is TrinityPoint Wealth known for?

TrinityPoint Wealth was founded in 2018. TrinityPoint Wealth operates in the Investment Management industry.

Q: How many employees does TrinityPoint Wealth have currently?

TrinityPoint Wealth has approximately 11 employees.

Investment ManagementConnecticut, United States11-50 Employees

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 we’ve built, and look forward to serving your financial needs and helping you achieve your goals and objectives now and in the years to come.

Find TrinityPoint Wealth employees' phone numbers or email addresses

TrinityPoint Wealth Global Highlights

North America
13

United States Of America
13

TrinityPoint Wealth's Leadership

J. B.
Partner Head Of Business Development
Mobile Phone
Email
L. R.
Partner | Trinitypoint Wealth | Milford, Ct
Mobile Phone
Email
L. R. C. C.
Managing Partner | Trinitypoint Wealth | Milford, Ct
Mobile Phone
Email
R. D. M.
Managing Partner
Mobile Phone
Email
A. R.
Senior Client Associate/Wealth Advisor
Mobile Phone
Email
C. W.
Senior Client Associate
Mobile Phone
Email
A. R.
Intern
Mobile Phone
Email
K. T.
Intern
Mobile Phone
Email

Contact profiles from TrinityPoint Wealth

Name

Title

Contact Info

Location

Last Update

J. B.
Partner Head Of Business Development
Mobile Phone
Email
UNITED STATES
May 09, 2023
L. R.
Partner | Trinitypoint Wealth | Milford, Ct
Mobile Phone
Email
United StatesNew York
Sep 20, 2024
L. R. C. C.
Managing Partner | Trinitypoint Wealth | Milford, Ct
Mobile Phone
Email
Oct 17, 2024
R. D. M.
Managing Partner
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
A. R.
Senior Client Associate/Wealth Advisor
Mobile Phone
Email
United StatesNorth Carolina
Mar 01, 2025
C. W.
Senior Client Associate
Mobile Phone
Email
United StatesConnecticut
Oct 18, 2024
A. R.
Intern
Mobile Phone
Email
United StatesNorth Carolina
Feb 26, 2024
K. T.
Intern
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
K. T.
Financial Assistant Intern
Mobile Phone
Email
United StatesNew York
Feb 24, 2024
M. M.
Financial Planner
Mobile Phone
Email
United StatesConnecticut
Oct 16, 2024

Frequently Asked Questions

What is TrinityPoint Wealth known for?

TrinityPoint Wealth was founded in 2018 operates in the Investment Management industry. Explore TrinityPoint Wealth's company overview page for more information.

What is TrinityPoint Wealth's most common email format?

TrinityPoint Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more TrinityPoint Wealth email formats with LeadIQ.

How many employees does TrinityPoint Wealth have currently?

TrinityPoint Wealth has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are TrinityPoint Wealth's key employees and leadership?

As of December 2025, TrinityPoint Wealth's key employees include:

Partner Head Of Business Development: J. B.
Partner | Trinitypoint Wealth | Milford, Ct: L. R.
Managing Partner | Trinitypoint Wealth | Milford, Ct: L. R. C. C.
Managing Partner: R. D. M.
Senior Client Associate/Wealth Advisor: A. R.

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