Jim Betzig, Named As One Of Barron’s Top 1,200 Advisors

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Barron’s 2023 Top Advisor Rankings by State have been released and TrinityPoint Wealth is pleased to announce that Jim Betzig, CIMA® has been recognized for this award. This award showcases the top 1,200 financial advisors in the country and is organized by state. This award is based off the data provided by the nation’s most productive advisors. These advisors have had decades of experience and knowledge that help them perform to the best of their abilities in this field.

“Words cannot express how honored I am to be recognized as one of the top advisors in the State of Connecticut,” said Betzig. “It is a tremendous honor and affirmation of our commitment to maintaining the highest standards of excellence and customer satisfaction. None of this would be possible without the dedication and diligence of our partners and our entire team. Without our loyal clients, accomplishments like this wouldn’t be feasible, and for that I am grateful.”

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About TrinityPoint Wealth:

TrinityPoint Wealth is an independent wealth and management investment advisory firm located in Milford, CT as well as in Charlotte, NC. We are fiduciaries who serve both families and individuals, as well as providing guidance for retirement plans and institutions that include endowments, foundations, and nonprofits.