Which financial milestone best describes you?
Help us customize your experience as you navigate our website.

You are viewing the site as .

Starting Out

Newly established? Wealth management is about budgeting, setting savings goals, paying down debt, and laying the foundation for retirement.

View site as
Starting Out
Building Wealth

Ready to tackle investing, retirement goals, and college planning? Get the insights and objectivity you need from experienced wealth managers.

View site as
Building Wealth
Approaching Retirement

Tap into wealth management expertise as you refine your retirement calculations, plan for health costs, and explore social security options.

View site as
Approaching Retirement
Living in Retirement

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.

View site as
Living in Retirement

TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10: Don’t Forget Those Bonds!

March 17, 2017 1:23 pm

Betsey A. Purinton, CFP^®

Managing Partner & Co-CIO

Schedule a Meeting
or Learn More

StrategicPoint TV interview

Building on her March 7th blog, Betsey Purinton spoke with WJAR’s Frank Coletta about factors to consider when evaluating your bond holdings.