TrinityPoint Wealth

As we welcome 2025, we want to extend our heartfelt gratitude for your continued trust and support. It's because of our amazing clients that we can serve our community year after year. We are excited to announce that our merger with Coastal Bridge Advisors is complete, so we will be starting the new year with a new website at CoastalBridgeAdvisors.com. Please note that our office will be closed on Wednesday, January 1st, in observance of the New Year holiday. We will resume regular business hours on Thursday, January 2nd. If you need anything during this time, please reach out and we'll get back to you as soon as possible. Wishing you a Happy New Year! 🎉

With the arrival of the holidays, we want to extend our warmest wishes to you and your loved ones. May your time be filled with joy, rest, and cherished moments. Please note that our office will close early on December 24th and we will be closed on Christmas Day, so that our team can enjoy the holiday season with their families. We'll be back to our regular hours on December 26th. Thank you for your continued trust and support. If you need anything during this time, reach out, and we'll get back to you as soon as possible. Happy and peaceful holidays to all!

“We are thrilled and privileged to announce our strategic merger with Coastal Bridge Advisors,” said CEO of TrinityPoint Wealth, Jim Betzig, CIMA®. “Kevin, Bill, Jim, and the Coastal Bridge team have built an outstanding business, and together, we will create a transformative force in the industry. Both firms have experienced organic growth, and this combination will be a game changer.” The combined firms will operate under the Coastal Bridge Advisors’ name and the integration of the two teams is expected to be seamless.

We are excited to announce that Matthew Coutcher, CFP®, MST, has been recognized as a "Next Gen Rising Star" for the 2024 ThinkAdvisor Luminaries Awards. 

Stocks Trade Higher as Market Reacts to Election Results: The U.S. presidential election results fueled November’s stock market rally, as investors focused on the incoming administration’s policy agenda and its implications. Read more here:

Please join us in congratulating Jana L'Etoile on her promotion to Chief Administrative Officer!

Today, we honor the brave men and women who have served our country. Thank you for your sacrifices!

Welcome to the team Mark Dupont!

Monthly Market Summary ~The S&P 500 Index returned -0.9%, outperforming the Russell 2000 Index’s -1.4% return. Three of the eleven S&P 500 sectors traded higher, with Financials and Communication Services both gaining more than +1.5%. The remaining eight sectors all traded lower by more than -1% during the month. ~Corporate investment-grade bonds produced a -3.2% total return as Treasury yields rose, underperforming corporate high-yield’s -1.0% total return. ~International stocks traded lower. The MSCI EAFE developed market stock index returned -5.3%, while the MSCI Emerging Market Index returned -3.1%. Read more: