TrinityPoint Wealth
Finance · Connecticut, United States · 11-50 Employees
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Overview
Headquarters
612 Wheelers Farms Rd, Milford, Connecti...Phone Number
(203) 693-8525Website
www.trinitypointwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About TrinityPoint Wealth
Coastal Bridge Advisors is an independent wealth management and investment advisory firm based in Westport, CT, with additional offices in Milford, CT, Charlotte, NC, and Los Angeles, CA. The firm specializes in providing financial planning, retirement plan services, and institutional consulting to a diverse clientele, including business owners, pre-retirees, retirees, professionals, executives, and those undergoing life transitions. With a team of experienced and highly credentialed financial advisors, they focus on delivering tailored financial solutions that prioritize clients' needs and interests. As fiduciaries, they are committed to transparency and accountability, ensuring that their advice is always in the best interest of their clients.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
TrinityPoint Wealth
<$5M
11-50
Private
-
2018
N/A
Company Profile Activity
Activity Insights
TrinityPoint Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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TrinityPoint Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about TrinityPoint Wealth.
TrinityPoint Wealth Tech Stack
A closer look at the technologies used by TrinityPoint Wealth
TrinityPoint Wealth News & Media
TrinityPoint Wealth Appoints New Chief Operating Officer
Milford-based TrinityPoint Wealth has announced the appointment of Jana Moebius L’Etoile as its chief operating officer. Moebius L’Etoile brings over 20 years of experience in operations and management and is a trusted leader within the organization, the announcement said.W. Michael Smiley To Join Focus Partner Firm TrinityPoint Wealth
NEW YORK, Aug. 02, 2019 (GLOBE NEWSWIRE) -- Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus”), a leading partnership of independent, fiduciary wealth management firms, announced today that W. Michael Smiley (“Smiley”) has joined Focus partner firm TrinityPoint Wealth, LLC (“TrinityPoint”).
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Coastal Bridge Advisors is an independent wealth management and investment advisory firm based in Westport, CT, with additional offices in Milford, CT, Charlotte, NC, and Los Angeles, CA. The firm specializes in providing financial planning, retirement plan services, and institutional consulting to a diverse clientele, including business owners, pr... Read More
