Company profiletrinitypointwealth.com ↗

Trinitypoint Wealth

TrinityPoint Wealth is an independent wealth management and investment advisory firm in Milford, Connecticut, and Charlotte, North Carolina.

Investment Management

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Headquarters: Milford, Connecticut, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range: 11 to 50Source: RevenueBaseRetrieved October 13, 2026
Founded: 2018Source: RevenueBaseRetrieved October 13, 2026
Published list appearances: 1 supported appearance ↗Source: RevenueBase lists

The company at a glance

What does Trinitypoint Wealth do?

The firm provides wealth management and investment advisory services. Its financial advisors have decades of experience and provide guidance to individuals, families, retirement plans, and institutions.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

Who it serves

The firm serves individuals and families, retirement plans, endowments, foundations, and nonprofits.

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Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

#14OF 14

Milford

Private client accounting firms

Snapshot: September 4, 2026

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Trinitypoint Wealth

#14 Private client accounting firms

Snapshot: September 4, 2026

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Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 4, 2026. How the company lists are built.

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