A complete list of active advisors currently associated with TritonPoint Wealth, LLC

Warmer can help you find a great advisor at TritonPoint Wealth, LLC or one who fits your needs even better.

TritonPoint Wealth provides financial planning, discretionary investment management and retirement-plan consulting to a mix of individual clients, trusts, estates, charitable organizations, corporations and employee benefit plans. The firm also advises on and manages held-away assets such as employer-sponsored retirement plans, annuities and insurance products and delivers tailored wealth-management services that include model portfolios and independent manager oversight. The firm’s investment process is centered on long-term asset allocation informed by modern portfolio theory, combining public equities and fixed income with private‑market alternative investments and a mix of quantitative and fundamental analysis to guide security and manager selection. TPW implements client strategies through Independent Managers, model portfolios and technology tools — including a TAMP relationship and an order‑management system for held‑away accounts — and discloses that it may recommend margin or borrowing in client accounts for non‑investment financing needs. TritonPoint is notable for its operational and ownership relationships: it participates in Dynasty’s TAMP and related platform services, has received financing through Dynasty’s affiliate lending facility, and is under common control with other TritonPoint entities (including an investment manager and an insurance agency); these affiliations and related compensation arrangements are disclosed and reviewed as part of its fiduciary processes. The firm also discloses the use of generative artificial‑intelligence tools to support research, client service and operations and describes ongoing due diligence for third‑party managers and private funds.

To learn more about the advisors currently working at TritonPoint Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Gregory Blake	Chevy Chase, MD	17
Pierre De La Croix Vaubois	Chevy Chase, MD	0
Austin Edmunds	Chevy Chase, MD	2
Ryan Ferrell	Chevy Chase, MD	8
Peter Halbrook	Chevy Chase, MD	14
Jake Ransom	Chevy Chase, MD	0
Jonathan Rosner	Chevy Chase, MD	12
Howard Rothman	Chevy Chase, MD	15
Andrew Schiff	Chevy Chase, MD	27
Jake Schoenfeld	Chevy Chase, MD	4
William Sterling Jr.	Chevy Chase, MD	20

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