TrinityPoint Wealth Information
Contact top employees from
TrinityPoint Wealth
Summary
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 a...Show more
Organization Website | trinitypointwealth.com |
Social Links |    |
Phone Number | (203) 693-8525 |
Industries | |
Headquarters Location | 612 Wheelers Farms Rd, Milford, Connecticut, 06461 US |
Employees Size | 10-50 employees |
Specialties | Investments, Financial Planning, Retirement Plans, Fiduciary Services, Insurance, Long Term Care, Divorce Financial Planning, Executive Wealth, Comprehensive Wealth Management, 401k/403b/457 Plans, Institutional Consulting / CIO |
Founded | 2018 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| - | Privately Held | 1 - 25 | < 1M | $0 | |
| 2018 | - | 10-50 | - | $- | |
| - | - | 1-10 | - | $- | |
| - | - | 10-50 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at TrinityPoint Wealth shows a diverse range of experience levels:
25% for 1–2 years38% for 3–4 years38% for 5–7 yearsContact top employees from
TrinityPoint Wealth
Jerilyn Shannon
Chief Compliance Officer
Kevin Guth
Senior Financial Advisor, Managing Director
Michele Martin
Financial Planner
Alex Roper
Intern
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FAQ
TrinityPoint Wealth operates in the Finance industries. More details can be found on the official website: trinitypointwealth.com.
The headquarters of TrinityPoint Wealth are located in Milford, United States.
You can contact TrinityPoint Wealth by phone at (203) 693-8525.
TrinityPoint Wealth currently employs 10-50 people.
Well-known competitors of TrinityPoint Wealth include MB Associates, The Benefit Counsellor, Commonwealth Retirement Advisors and Trivium Point.
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