Trinity Point Wealth

TrinityPoint Wealth is an independent wealth management and investment consultatory firm in Milford, CT and Charlotte, NC. Our specialized financial experts have decades of experience serving people and families, in addition to providing guidance for retirement plans and institutions that include endowments, foundations, and nonprofits. Our extremely skilled team is proactive, cutting-edge and ready to assist you. We value the enduring relationships we've built, and expect serving your financial needs and helping you attain your goals and goals now and in the years to come. At TrinityPoint Wealth, we have a performance history of both efficiency and service. Your objectives are our goals. We want to hear your story; we wish to brainstorm options on obtaining you to where you can live the way you've constantly dreamed you would live.