TrinityPoint Wealth
As a Partner and Senior Wealth Advisor, Lise is passionate about helping all clients gain a greater sense of confidence and control over their financial lives.
Lise brings a sustained focus and dedication to her work with individual and institutional clients that goes well beyond assessing a client’s initial needs and portfolio allocation. Addressing a broad range of financial issues that arise over the long term, she creates and implements asset management plans and financial planning strategies that are both comprehensive and adaptable to changing circumstances.
Prior to her role at TrinityPoint Wealth, Lise was a Senior Wealth Advisor at Beirne Wealth Consulting from 2014-2018. Before that, she was Director of Investments at Oppenheimer & Company and a Vice President at U.S. Wealth Advisors, LLC. Lise also spent nearly ten years as a Financial Consultant with A.G. Edwards & Sons, now Wells Fargo Advisors.
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TrinityPoint Wealth
TrinityPoint Wealth is an independent wealth management and investment advisory firm in Milford, CT. For over 20 years, their firm has been a premier investment firm in Connecticut and beyond. Their dedicated financial advisors have decades of experience serving individuals and families, as well as providing guidance for retirement plans and institutions that include endowments, foundations, and nonprofits.