Trinity Point Wealth
Categories
Financial Institutions & Services
About Us
Trinity Point Wealth is a Registered Investment Advisor with offices in NC and CT. We are a fiduciary offering fee-based investment advice to individuals and small/mid sized companies.
My wife, Pat, and I relocated to Sunset Beach in late 2020 after living our entire lives in the New York/Connecticut area. With over three decades of experience in the corporate mutual fund industry in NY I have decided to pivot my focus using that experience to help individuals, business owners and corporations with their financial planning needs.
I am affiliated with TrinityPoint Wealth, a Registered Investment Advisor with offices in Charlotte, NC and Milford, CT. Our team based planning approach incorporates the in-house expertise of Investment Analysts, Retirement Plan Specialists and Financial Planning Professionals.
https://www.trinitypointwealth.com/contact
Images
Rep/Contact Info
