TritonPoint Partners announced today that Greg Powers has joined the firm as Partner and Managing Director, expanding its presence with offices in Scottsdale, Arizona, and San Diego, California. Powers oversees approximately $280 million in client assets and brings decades of experience in comprehensive wealth management.
“Greg represents the caliber of advisor we want to grow with,” said Harold Hughes, CEO of TritonPoint Partners. “He brings deep expertise across wealth planning and investment management, and his approach complements our vision for delivering a distinctive client experience.”
TritonPoint's ownership model and independent structure were immediate draws for Mr. Powers. “From day one, I felt aligned with TritonPoint’s commitment to partnership and shared leadership,” he said. “My team and I are joining a team that values experience, fosters advisor ownership, and invests in long-term growth, for clients and for the business.”
In addition, TritonPoint opens up meaningful access to private markets, including boutique opportunities that were previously out of reach, Mr. Powers noted. “Private markets have always played a critical role in our clients’ portfolios, and TritonPoint’s due diligence and open platform lets us engage with providers we couldn’t get access to before.”
Mr. Powers also highlighted TritonPoint’s operational depth and internal resources. “Having an in-house CIO and analyst team gives us the ability to design client portfolios with precision,” he said. “And with support from Dynasty Financial Partners, we have institutional-quality resources allow us to grow responsibly, serve more complex client needs, and plan confidently for the future."
For Casey Jorgensen, Director of Relationship Management at Dynasty Financial Partners, “Greg’s decision to join TritonPoint Partners is a testament to the strength of their advisor-owned model, and the leadership vision Harold continues to build. Dynasty is proud to support this partnership and excited to see the impact Greg will make as part of TritonPoint’s growing national presence.”
Dynasty Investment Bank served as exclusive financial advisor to TritonPoint Partners on this transaction.
About TritonPoint Partners
TritonPoint Partners is an independent advisory firm designed to empower firms with flexibility, technology, and resources to grow and scale. As an affiliated but separate firm from TritonPoint Wealth, TritonPoint Partners offers a multi-custodial, open-architecture model that allows advisors to customize their investment approach while benefiting from each stage of firm growth. The firm is backed by an experienced leadership team with deep expertise in wealth management, estate planning, succession planning, operations, and investment strategy.
For more information, please visit www.tritonpointpartners.com.
Disclosure: Dynasty’s wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”) is a U.S. registered broker-dealer and member FINRA/SIPC. All security related transactions are through Dynasty Securities. Dynasty securities does not hold customer securities or customer funds.
View source version on businesswire.com: https://www.businesswire.com/news/home/20251007681422/en/
Media Contact
Sally Cates
sallycates@dynastyfinancialpartners.com
646-704-4500
