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About Us

A Collaborative Partner with a Passion
for Client Success

OUR PURPOSE

You First.

StrategicPoint is an independent wealth management firm, focused on providing financial planning and
investment management for individuals and families. Our goal is, and always has been, to provide
personalized advice tailored to meet your needs while keeping your best interests top of mind.

OUR STORY

Guiding Our Clients for Over 25 Years

Our long-standing core values are built upon the goal of providing wealth management for individuals and families in all stages of life, with a wide range of goals and dreams. Our collaborative team culture combines years of extensive experience and broad financial expertise coupled with an empathetic approach to money management. We are passionate about providing the highest quality of service, and we work hard to maintain lasting relationships through the ups and the downs, and throughout all of life’s many milestones.

"Good, comprehensive financial planning sets you on an achievable path and helps you navigate life’s challenges around it. At StrategicPoint we are proud of the personalized, interactive approach we take in assisting clients to design, plan and ensure their futures."

Betsey A. Purinton, CFP®, Managing Partner and Co-CIO

"StrategicPoint helps people who are busy with their lives and who need guidance about how much to save, where to invest, and how to invest. We take the burden from you by managing your investments, guiding you through your financial life, and helping you plan for retirement, so you can focus on your career and family without worrying about the day-to-day fluctuations of the markets and your portfolio."

Richard J. Anzelone, Managing Partner and CCO

Holistic Planning For Optimal Results

Your financial life isn’t confined to your investments. Many of life’s decisions and
milestones demand financial attention…for this very reason, we take a holistic
approach as we help you plan and prepare for the future.

Learn more about our difference

More about us

Meet Our
Team

Your dedicated team of financial professionals will help keep you on track as you encounter financial hurdles throughout your life.

Understand Our
Fee Structure

We believe all advisors should be transparent with what they charge clients for investment management and financial planning. We encourage you to learn more about our fee structure.

Discover What
We Do

With our approach, we’ll help you understand your entire financial picture and will offer a full suite of services to help you in your decision-making.

Insights from StrategicPoint

06.21.2023By Sean M. Giles

Bank CDs vs Brokerage CDs

With the Federal Funds rate hovering just over 5%, CDs are popular once again. We’ve had a steady stream of requests from clients...
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05.25.2023By Derek M. Amey

Refresher on I Bonds

This week the Treasury announced the new rate for I bonds, and if you haven’t heard the new rate is 4.3%, a drop...
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05.1.2023By Betsey A. Purinton

Debt Ceiling Limit

The U.S Department of the Treasury defines the debt limit as “the total amount of money that the United States government is authorized...
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04.24.2023By strategicpoint

StrategicPoint Promotes Kristina Mello to Senior Financial Advisor, Director of Financial Planning

PROVIDENCE, Rhode Island (April 24, 2023) – StrategicPoint Investment Advisors, a wealth management firm focused on building long-term relationships with individuals and families,...
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experience, learn more about how our process can help you.

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Providence, RI
294 W Exchange St,
Providence, RI 02903
1-800-597-5974
info@strategicpoint.com

East Greenwhich, RI
557 Main St,
East Greenwich, RI 02818
1-800-597-5974

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