TrinityPoint Wealth Employee Directory

Investment ManagementConnecticut, United States11-50 Employees

TrinityPoint Wealth is an independent wealth management and investment advisory firm based in Milford, Connecticut, with operations serving individuals, families, retirement plans, and institutions such as endowments, foundations, and nonprofits. The firm emphasizes a proactive and personalized approach through a team of financial advisors who provide guidance across various wealth management needs, focusing on long-term relationships and goal-oriented planning. Operating in the investment management space, TrinityPoint Wealth positions itself as a resource for clients seeking comprehensive advice and active management to support financial objectives over time.
Headquartered in Milford (with a presence in Charlotte), the company targets private clients and institutional clients looking for independent advisory services. Since its founding, TrinityPoint Wealth has continued to expand its capabilities and team to support clients’ retirement planning, investments, and related financial needs in a fiduciary context. A recent development noted in the firm’s publicly reported activity includes a merger with Coastal Bridge Advisors, indicating ongoing consolidation within its regional market.

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