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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StrategicPoint Promotes Laura Bard to Director of Client Experience & Strategy
Providence, Rhode Island, June 9, 2022 –StrategicPoint Investment Advisors announced today the promotion of Laura J. Bard to Director of Client Experience &...
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StrategicPoint Promotes Derek Amey to Co-CIO
Providence, Rhode Island, March 30, 2022 – In a move expected to provide long-term leadership continuity, StrategicPoint Investment Advisors announced today the promotion...
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Derek Amey on “State of the State” with Richard August: “Where Have All The Workers Gone?”
Recently, StrategicPoint Partner and Senior Advisor Derek Amey was interviewed by Richard August on “State of the State”, a public access television show...
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Sherri Buteau Joins StrategicPoint Investment Advisors as Client Service Associate, Paraplanner
Providence, RI— (December 13, 2021) StrategicPoint announces the addition of Sherri Buteau to their team as Client Service Associate and Paraplanner, further expanding...
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Derek Amey on “State of the State” with Richard August
Recently StrategicPoint Partner and Senior Advisor, Derek Amey was interviewed by Richard August on “State of the State”, a public access television show...
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Get the Checklist: Organizing Your Finances for the New Year
New year, new budget! The holidays are over, the new year has arrived, and we’ve begun a new year to meet your financial...
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StrategicPoint Names Two New Partners
PROVIDENCE, April 30, 2018 – StrategicPoint Investment Advisors, LLC, an independent Registered Investment Advisor, announced the promotion of Richard J. Anzelone and Derek...
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Kristina Mello Joins StrategicPoint Investment Advisors as Financial Planner
Providence, RI— (March 26, 2018) – StrategicPoint announces the addition of Kristina Mello, MBA, to their team as Financial Planner, further expanding the...
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