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 […]

Women and Empowerment

November 23, 2015 4:57 pm

Last week StrategicPoint hosted an event for our female clients and some of their guests with the theme of empowerment.  We defined what empowerment meant to each of us, how we become empowered ourselves and how we help to empower others.  Our group represented a diverse group of women at different stages of their careers […]

Betsey Purinton, CFP® Quoted in the Financial Times

November 19, 2014 12:00 am

StrategicPoint is very excited to announce that our CIO Betsey Purinton, CFP® was quoted in the November 19th, 2014 Financial Times special section on Top Women Advisors. This is a huge accomplishment for Betsey and for StrategicPoint. The ar…

Purse, Power and Planning: a Roundtable Discussion Just for Women

October 10, 2013 12:00 am

Betsey Purinton, CFP® (Managing Director and CIO) and Christine Canapari (Financial Advisor and Manager of Client Service) moderated   “Purse, Power and Planning: a Roundtable Discussion Just for Women” on October 9, 2013. Str…