Jim Betzig, CIMA® named a 2021 Forbes “Best-In-State” Wealth Advisor
Milford, CT - 02/12/2021 — TrinityPoint Wealth, LLC today announced that Jim Betzig, Partner and CEO, has been ranked 12th out of 103 of Connecticut’s top wealth advisors. The Forbes rankings were developed by SHOOK Research, which used an algorithm of qualitative and quantitative data to rate thousands of advisors with a minimum of seven years of experience in the wealth management industry. The rankings were compiled through analysis of several key factors, including the experience levels, credentials, revenue produced, assets under management, compliance records and industry experience of more than 32,000 nominees.
“Words cannot express how honored I am to be recognized as one of the top advisors in the State of Connecticut,” said Betzig. “None of this would be possible without the dedication and diligence of our partners and our entire team. I am truly humbled by their commitment to TrinityPoint Wealth and our clients especially after such a challenging year. Without our loyal clients, accomplishments like this wouldn’t seem possible and for that I am grateful.”
To view the full rankings on Forbes.com, please click here: https://www.forbes.com/best-in-state-wealth-advisors/#25f42eaf291d
About TrinityPoint Wealth
TrinityPoint Wealth is a Registered Investment Advisory firm that provides a variety of financial services. Our independent investment advisory firm is founded by partners who have more than 100 years of combined financial experience. No matter your goals or circumstances, we will work tirelessly on your behalf, providing value-added services, highly personalized attention and solutions customized for your unique objectives. All client experiences may materially differ, and past performance is not indicative of future performance.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
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Company Name: TrinityPoint WealthFull Name: Jennifer Tavella
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Website: TrinityPointWealth.com