Is TrinityPoint Wealth hiring right now?

TrinityPoint Wealth has no open roles listed as of October 23, 2026. Roles appear here as soon as they are posted on TrinityPoint Wealth's careers site.

Where is TrinityPoint Wealth headquartered?

TrinityPoint Wealth is headquartered in Milford, CT, United States and was founded in 2018.

Who leads TrinityPoint Wealth?

James A. Betzig, Partner & CEO, is at the top of TrinityPoint Wealth's org chart.

How do I apply for a job at TrinityPoint Wealth?

Pick a role on TrinityPoint Wealth's TheJobsMap page and select Apply. Every listing links to the original posting on TrinityPoint Wealth's own careers site, so you apply directly with the employer.

TrinityPoint Wealth jobs and careers

Milford, CT, United States

As of October 23, 2026, TrinityPoint Wealth has no open roles listed.

trinitypointwealth.com LinkedIn @pointtrinity

About TrinityPoint Wealth

TrinityPoint Wealth is an independent wealth management and investment advisory firm in Milford, CT. For over 20 years, their firm has been a premier investment firm in Connecticut and beyond. Their dedicated financial advisors have decades of experience serving individuals and families, as well as providing guidance for retirement plans and institutions that include endowments, foundations, and nonprofits.

Investment Management Consulting Financial Services Retirement Wealth Management

Founded: 2018
Employees: 11 to 50
Headquarters: Milford

Leadership

The top of TrinityPoint Wealth's org chart, with how many people report into each leader.

James A. Betzig

Partner & CEO

6 reports

Kevin Guth

Senior Financial Advisor, MD

1 report

Dana R. Mascalo

Managing Partner

Mark Dupont

President

Eric Passeri

Investment Officer

Matthew Gallagher

Head Of Business Development

Jobs at TrinityPoint Wealth

No open positions right now. Explore more companies on TheJobsMap.

TrinityPoint Wealth jobs: common questions

Is TrinityPoint Wealth hiring right now?: TrinityPoint Wealth has no open roles listed as of October 23, 2026. Roles appear here as soon as they are posted on TrinityPoint Wealth's careers site.
Where is TrinityPoint Wealth headquartered?: TrinityPoint Wealth is headquartered in Milford, CT, United States and was founded in 2018.
Who leads TrinityPoint Wealth?: James A. Betzig, Partner & CEO, is at the top of TrinityPoint Wealth's org chart.
How do I apply for a job at TrinityPoint Wealth?: Pick a role on TrinityPoint Wealth's TheJobsMap page and select Apply. Every listing links to the original posting on TrinityPoint Wealth's own careers site, so you apply directly with the employer.