Washington, D.C.-based Wealth Advisory Team Managing $1.6 Billion Returns to Independence

Launches TritonPoint Powered by Dynasty Financial Partners

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners today announced that TritonPoint Wealth joined its industry-leading platform of technology-driven wealth management tools and services. TritonPoint, an independent registered investment advisor (“RIA”) with approximately $1.6 billion in assets under management, works with a diverse group of clients including business owners, entrepreneurs, professionals, and families in the Washington, D.C., region and across the United States.

This 16-person TritonPoint team includes six advisors: Partners Andrew Schiff, Greg Blake, and Will Sterling; Managing Director Gregory Powers; and Vice Presidents Jonathan Rosner and Peter Halbrook. Deatra Vailes, also a Partner, is the firm’s Chief Operating Officer.

TritonPoint, in reference to the Greek demigod who controlled waves and currents, is dedicated to helping its clients navigate turbulent seas toward calmer waters. “Being independent enables us to fully untap the investment acumen of our advisors and staff solely for the benefit of our clients,” said Andrew Schiff. “For the first time, we have the ability to explore alternative investments and design bespoke solutions – free of the constraints and commoditization of a large investment bank.”

TritonPoint plans to continue to grow organically by welcoming additional business owners, professionals, and wealthy families as clients. Going forward, the team also intends to expand its platform inorganically by bringing on wealth advisory teams, firms, and individual advisors who similarly recognize and value the benefits of operating independently.

“We are honored the TritonPoint team chose to join Dynasty’s family of liberated, self-sufficient firms,” said Shirl Penney, CEO of Dynasty Financial Partners. “They understand the advantages of true independence and the pride that comes with working authentically with their clients.”

TritonPoint has chosen Schwab and Fidelity as its custodians.

For more information, please visit: https://www.tritonpointwealth.com/.

About Dynasty

Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients.

For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions and facilitating out complementary acquisitions.

For more information, please visit www.dynastyfinancialpartners.com.

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