Trinity Wealth Management

TrinityPoint Wealth is an independent wealth management and investment consultatory company in Milford, CT and Charlotte, NC. Our devoted economic advisors have decades of experience serving individuals and households, in addition to offering assistance for retirement plans and institutions that consist of endowments, foundations, and nonprofits. Our highly skilled group is proactive, innovative and ready to aid you. We value the enduring connections we've built, and look forward to serving your monetary requirements and helping you attain your goals and goals currently and in the years ahead.