Dec 13 Matthew Coutcher awarded ThinkAdvisor Luminaries “Next Gen Rising Star” Award Matthew Coutcher awarded ThinkAdvisor Luminaries “Next Gen Rising Star” Award
Dec 13 TrinityPoint's Dana Mascalo featured in Kiplinger article: "How Her Financial Adviser Changed Her Life" TrinityPoint's Dana Mascalo featured in Kiplinger article: "How Her Financial Adviser Changed Her Life"
Dec 13 TrinityPoint Wealth Promotes Jana L’Etoile to Chief Administrative Officer TrinityPoint Wealth Promotes Jana L’Etoile to Chief Administrative Officer
Dec 13 TrinityPoint Wealth Welcomes Mark Dupont as President to Lead Growth and Innovation TrinityPoint Wealth Welcomes Mark Dupont as President to Lead Growth and Innovation
Dec 13 Mackenzie Posey Awarded as a 2024 TrinityPoint Wealth Scholarship Recipient Mackenzie Posey Awarded as a 2024 TrinityPoint Wealth Scholarship Recipient
Dec 13 TrinityPoint Wealth Client Update November 2023 TrinityPoint Wealth Client Update November 2023
Dec 13 IRS Provides Two-Year Delay in Roth Catch-Up Requirements IRS Provides Two-Year Delay in Roth Catch-Up Requirements
Dec 13 Stocks Trade Lower in August as Interest Rates Rise Stocks Trade Lower in August as Interest Rates Rise
Dec 13 TrinityPoint Wealth's High School Scholarship Winners TrinityPoint Wealth's High School Scholarship Winners
Dec 13 TPW named to FA Magazine's "50 Fastest Growing RIA's" and "America's Top RIA's" lists for 2023. TPW named to FA Magazine's "50 Fastest Growing RIA's" and "America's Top RIA's" lists for 2023.