StrategicPoint’s Megan M. Logee earns Chartered Financial Consultant® (ChFC®) designation and is promoted to Senior Financial Advisor.

July 9, 2018 12:57 pm

Providence, RI—(July 1, 2018) – StrategicPoint Investment Advisors (‘StrategicPoint’), a RIA based in Providence, RI, today announced the promotion of  Megan M. Logee, ChFC® to Senior Financial Advisor after earning the Chartered Financial Consultant® (ChFC®) professional designation from The American College. Ms. Logee will advise clients on a broader range of topics including financial planning, […]

StrategicPoint Names Two New Partners

May 10, 2018 9:25 am

PROVIDENCE, April 30, 2018 – StrategicPoint Investment Advisors, LLC, an independent Registered Investment Advisor, announced the promotion of Richard J. Anzelone and Derek M. Amey to Partners. With the addition of these two individuals, StrategicPoint’s leadership team now includes three Partners. “We are very pleased that Rick and Derek’s leadership skills are being recognized through […]

Kristina Mello Joins StrategicPoint Investment Advisors as Financial Planner

March 26, 2018 12:26 pm

Providence, RI— (March 26, 2018) – StrategicPoint announces the addition of Kristina Mello, MBA, to their team as Financial Planner, further expanding the firm’s capabilities in wealth management. StrategicPoint Investment Advisors, LLC, an independent, fee-based financial advisory firm, is pleased to announce the hiring of Kristina Mello as Financial Planner. In addition to working closely […]

StrategicPoint Welcomes Nixon Vaughan Amey

May 19, 2017 12:06 pm

StrategicPoint is thrilled to announce the newest arrival to the StrategicPoint Family: Nixon Vaughan Amey. Nixon arrived on Tuesday, May 16th and weighed 9lbs, 14oz.   Mommy, baby, and daddy Derek Amey are all doing well!   Congrats to the happy family!

StrategicPoint’s Aaron C. Reynolds Earns Prestigious Chartered Financial Analyst® Designation

January 31, 2017 10:31 am

Providence, RI—(January 26, 2017) – Aaron C. Reynolds, Associate Portfolio Manager at StrategicPoint Investment Advisors in Providence and East Greenwich, RI has earned the prestigious Chartered Financial Analyst® (CFA®) designation. Since joining the firm in 2011, Mr. Reynolds has been a valued member of StrategicPoint’s Portfolio Management Committee where he provides expertise in research and […]

Estate Planning Basics: The High Cost of Failure to Communicate

October 13, 2016 10:11 am

When I am discussing money with clients, the elephant in the room is “inheritance.” For the generation above, this means how much they want to leave to heirs and how they want the assets divided.  For the generation below this involves how much an inheritance could affect key choices they make about where they live, […]

Readying for Retirement: Items Women Need to Address Before Retiring

September 2, 2016 9:01 am

The decision to retire is not one that many women take lightly, nor should they.  There are extensive considerations that need to be addressed before embarking on this new chapter of life.  Women encounter many unique challenges when facing the decision to retire, such as longer life expectancies, expectations of continuing in the role of […]

StrategicPoint’s Christine H. Canapari Earns Chartered Financial Consultant® (ChFC®) Designation and is Promoted to Senior Financial Advisor

July 7, 2016 1:30 pm

Providence, RI—(July 6, 2016) – StrategicPoint Investment Advisors (‘StrategicPoint’), a RIA based in Providence, RI, today announced the promotion of Christine H. Canapari, ChFC® to Senior Financial Advisor after earning the Chartered Financial Consultant® (ChFC®) professional designation from The American College. Ms. Canapari will advise clients on a broader range of topics including financial planning, […]

Betsey A. Purinton, CFP® Among Independent Financial Advisors Attending Barron’s Top Independent Women Advisors Summit

May 27, 2016 4:48 pm

Conference Hosts Gathering of some of the Nation’s Pre-eminent Independent Financial Advisors and Industry Decision Makers New Orleans (May 20, 2016)—Betsey A. Purinton, CFP®, Managing Director and Chief Investment Officer of StrategicPoint Investment Advisors attended the inaugural Barron’s Top Independent Women Advisors Summit, hosted by Barron’s magazine to exchange ideas and best practices, with an […]