Matthew
Coutcher
Trinitypoint Wealth, LLC
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About this Advisor
Matthew Coutcher is a financial advisor based in Milford, Connecticut, working with Trinitypoint Wealth, LLC. Matthew has previously held positions at Wescott Financial Advisory Group LLC, Liberty Bank, Central Connecticut State University, Western Oklahoma State College, Whole Foods Market, United Capital Financial Advisers, LLC, and Trinity Point Wealth. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Connecticut. Currently, Matthew is part of Trinitypoint Wealth, LLC, which operates out of Milford, Connecticut. The firm has 1 office and 15 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Trinitypoint Wealth, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trinitypoint Wealth, LLC Brokerage Details
$1,416,975,703
15
4,581
$309,316
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Matthew Coutcher Work History
Trinity Point Wealth
United Capital Financial Advisers, LLC
Wescott Financial Advisory Group LLC
Liberty Bank
Central Connecticut State University
Whole Foods Market
Whole Foods Market
Western Oklahoma State College
Disclosures
Please visit the SEC profile of Matthew Coutcher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trinitypoint Wealth, LLC
Milford, CT
Milford, CT
Milford, CT
Milford, CT
Milford, CT
Milford, CT
Milford, CT
Milford, CT
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