TritonPoint Wealth | LinkedIn (original) (raw)
Financial Services
Chevy Chase, Maryland 470 followers
Leading independent private wealth management firm offering comprehensive planning and investment management services
About us
TritonPoint Wealth partners with our clients to help them navigate all facets of their financial lives with confidence and intention. We work with individuals, families, entrepreneurs, trusts, foundations, and non-profit organizations. We get to know you deeply from the start of our relationship and over time as life and markets evolve.
Industry
Financial Services
Company size
11-50 employees
Headquarters
Chevy Chase, Maryland
Type
Privately Held
Founded
2023
Specialties
wealth management, investments, alternative investments, financial planning, estate planning, and strategic tax planning
Locations
Employees at TritonPoint Wealth
Updates
- Our team had the honor of attending the 2024 Imagine Hope Benefit, hosted by HopeLink Behavioral Health—a nonprofit dedicated to providing behavioral health, crisis, and suicide intervention services. A huge thank you to our colleagues Andrew Schiff, Howard S. Rothman, CEPA®, Peter A. Halbrook, CFP®,Jonathan Rosner & Jennifer Antosh, CFA for representing TritonPoint Wealth at this inspiring event. HopeLink's mission is to inspire hope and provide support for those experiencing crisis and behavioral health challenges. Their vision is a society where hope is universal, creating an inclusive community that fosters wellness and belonging. As proud sponsors of HopeLink, TritonPoint Wealth is committed to advancing their mission and supporting their valuable work. Join us in supporting HopeLink's incredible work—click to learn more and engage with their mission. https://lnkd.in/dwy-TRGa #BehavioralHealth #CommunitySupport #MentalHealthMatters #HopeForAll #TritonPointCares #NonprofitPartnership #SupportHope #TogetherForHope #HopeLinkBH
- +1
- +1
- 🌊Setting sail last week with our COI event on the water!🌊 We had an incredible time connecting with industry professionals. The energy was high, the conversations were enlightening, and the views were breathtaking despite the cloudy weather. Check out some highlights from the day. #Networking #SailingEvent #NetworkingOnWater
- +2
- +2