Providence & East Greenwich 1-800-597-5974
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StrategicPoint is one of southern New England's independent investment advisory firms, using its years of experience to help clients achieve their financial goals.

We provide peace of mind to our clients by proactively managing investment portfolios on a risk-adjusted basis.

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Women's Planning Initiative

StrategicPoint was proud to co-host our second event dedicated to educating women about financial independence. Learn More
   
Meet Our Team

At StrategicPoint, you work with a dedicated team of professionals.  Learn More
   

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  • For a personal financial evaluation
  • To receive guidance on your financial future
  • To learn how our services can work for you

The StrategicPoint Difference