Jim Betzig

About Jim Betzig

What I find most rewarding in my role is assisting clients achieve their financial goals. I think of client relationships as a partnership where outcomes matter and preserving a client’s capital is the most important thing a financial firm can do. We founded TrinityPoint Wealth with this goal in mind. I specialize in working with both institutional and high-net-worth clients assisting in financial planning, asset allocation, tax-free investing, manager searches and selection and liability management. I also devote much of my time to advising and serving 401(k) clients.I am proud to have been recognized for my expertise and knowledge in the financial services industry. I am co-author of the book “The Rest Easy Retirement Plan.” My insights have been showcased in numerous articles in Kiplinger, 401(k) Specialist, Financial Advisor IQ and Trust Advisor. And I also have been a featured speaker at TD Ameritrade\'s LINC Advisor Conference, Barron’s Top Advisor Conference and in presentations to the Fidelity sales organization. Outside my role at TPW, I am an Elks member and a North Haven Master Mason. I serve on the board of directors for the Boys and Girls Club of Milford and the advisory board for the University of New Haven. In my leisure time, I enjoy reading, travel, sports and spending time with my wife, Sandra.

Experience

1. Partner and CEO at Coastal Bridge Advisors

   Coastal Bridge Advisors

   Jan 2025 — Present

Education

• Trinity College-Hartford

  Bachelor of Arts (BA), Economics and History

  1991 — 1994

Skills

• New Business Development
• Management Consulting
• Strategic Planning
• Business Development
• Operations Management