TrinityPoint Wealth

About 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 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.