Financial advice that can make a meaningful difference in your life. TrinityPoint Wealth is an independent investment advisory firm in Milford, CT.

612 Wheelers Farms Rd. Milford
Joined March 2021
With so many employee stock option plans out there, finding the right one is nothing short of daunting. With TrinityPoint Wealth by your side, you won’t have to worry. Check out our guide on ESOPs, today! trinitypointwealth.com/emplo…
Cash balance plans are beginning to gain traction in the small business world, but why are these plans so popular nowadays? We discuss the basics of cash balance plans in our latest blog. Check it out here! trinitypointwealth.com/is-no…