Trinity Point Wealth
Financial Institutions & Services
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.
- Phone: (203) 258-3474
- Cell Phone: (203) 258-3474
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