James A. Betzig, CIMA ®

His leadership, mentorship and collaborative skills are a guiding force at the firm, elevating the client experience and motivating each team member to go above and beyond client expectations.

Believing that client relationships are a partnership, Jim works tirelessly on behalf of high net worth individuals and families, small businesses and 401(k) plans, as well as the institutional clients he serves. Proactive, accessible and extremely responsive, he advises on everything from investment management and financial planning to business retirement plan design and wealth transfer. Prior to the merger with Coastal Bridge Advisors, Jim founded TrinityPoint Wealth in 2018. Previously, he served as Partner and CEO at Beirne Wealth Consulting for six years. Additionally, Jim was the Vice President and Senior Wealth Financial Advisor at Merrill Lynch from 1994 to 2012.

Jim has received industry-wide recognition for his knowledge and expertise. He co-authored “The Rest Easy Retirement Plan” book. He’s been showcased in relevant and timely articles in Kiplinger, 401(k) Specialist, Financial Advisor IQ and Trust Advisor. And he has appeared as a featured speaker at TD Ameritrade’s LINC Advisor Conference, Barron’s Top Advisor Conference and in presentations to the Fidelity sales organization.

He earned a Bachelor’s Degree in Economics and History from Trinity College.

Active in his community, Jim serves on the Board of Directors for the Boys and Girls Club of Milford, is a Board Member for the Milford Chamber of Commerce and on the University of New Haven’s MBA Business Advisory Board. He is also an Elks Member and a North Haven Master Mason. Outside the office, Jim is an avid reader, traveler and sports enthusiast. Jim makes his home in Milford, CT, where he enjoys spending time with his family.