Trinity Wealth Management

TrinityPoint Wealth is an independent wealth management and financial investment consultatory company in Milford, CT and Charlotte, NC. Our dedicated economic advisors have decades of experience serving individuals and families, along with providing assistance for retirement plans and institutions that consist of endowments, foundations, and nonprofits. Our highly proficient team is aggressive, ingenious and prepared to aid you. We value the long-standing partnerships we've constructed, and anticipate offering your financial requirements and helping you achieve your objectives and goals currently and in the years ahead.