Newly established? Wealth management is about budgeting, setting savings goals, paying down debt, and laying the foundation for retirement.
Ready to tackle investing, retirement goals, and college planning? Get the insights and objectivity you need from experienced wealth managers.
Tap into wealth management expertise as you refine your retirement calculations, plan for health costs, and explore social security options.
When you’re drawing from savings or reevaluating estate plans, it’s nice to know you have a reliable wealth management team in your corner.
If you would like to schedule an appointment with one of our advisors or speak to someone at StrategicPoint about becoming a client, please provide us with your contact information using the form to the right.
Learn more about our Advisors
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294 West Exchange Street, Providence, RI 02903
557 Main Street, East Greenwich, RI 02818
CALL: 401-273-1500 or 1-800-597-5974