Matthew
Coutcher
Trinitypoint Wealth, LLC
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About this Advisor
Matthew Coutcher is a certified financial planner who works out of Milford, Connecticut with 1 year of relevant experience. Coutcher is currently employed by Trinitypoint Wealth, LLC. Throughout their career, they have worked at Wescott Financial Advisory Group LLC, Liberty Bank, Whole Foods Market, Central Connecticut State University, Western Oklahoma State College, United Capital Financial Advisers, LLC and Trinity Point Wealth. Coutcher has a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Connecticut. Trinitypoint Wealth, LLC is a registered investment business operating out of Milford, CT. The company has a total of 17 people on staff. It has $1 billion in total assets across its 3,980 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm serves 11 charities and foundations. Of its 3,980 accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a broad set of services, including 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. Fees for financial management vary depending on which service is offered. However, fee types charged by Trinitypoint Wealth, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trinitypoint Wealth, LLC Brokerage Details
$1,149,032,166
17
3,980
$288,702
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
Matthew has been registered as a financial advisor for 1 years.*
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
Whole Foods Market
Western Oklahoma State College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
