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SPIA – StrategicPoint Investment Advisors

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What We Do

Investment Managers Who Focus on Financial Planning

HOW WE HELP

Optimized
Decision Making

With our approach, we will help you understand your entire financial picture and work to optimize your decision making. We offer a full suite of wealth management and financial planning services so you can feel in control and confident in the steps to attain both your short-term and long-term financial goals.

  • Determine retirement spending
  • Analyze timing of Social Security
  • Identify ideal savings vehicles (401k, ROTH, etc.)
  • Provide insurance assessment
  • Facilitate the execution of your estate planning goals
  • Establish pension strategies
WHAT YOU GET

A Full Suite of Wealth Management
& Financial Planning Services

Investment Management

Building up your savings can be challenging, which is why we believe our investment management process should live at the center of your financial plan. Creating this comprehensive investment plan starts with a discussion about risk as well as your thoughts about the balance between the preservation and growth of your assets.

While the recommended portfolio model may change over time based on tactical advantage, once you and your advisor decide on your investment approach, your advisor will craft a plan to execute and monitor your investments. StrategicPoint is constantly conducting independent research on economic and market conditions and will adjust portfolios accordingly.

LEARN MORE ABOUT OUR INVESTMENT MANAGEMENT PROCESS

Retirement Income Planning

Feeling confident about when you can retire is an important goal. We discuss your aspirations, run the numbers, and help you plan your best path to retirement. We then develop sensible and tax-efficient withdrawal strategies for supporting your retirement lifestyle.

Tax Planning

Just as your financial plan is unique to you, so is planning for your taxes. We’ll work with you to optimize the value of your investments and charitable gifts and recommend strategies that align with your financial plan.

College Funding

Planning for college can seem daunting. Utilizing a 529 plan can help you save for higher education in a tax-advantaged way and provides tax-deferred growth, generous contribution limits, attractive investment options, and professional investment management.

Generational Wealth Transfer

Being able to share your wealth with others can be rewarding. Whether preparing to pass on your wealth to loved ones or making gifts to your chosen charities, we’ll work with you to maximize those transfers while incorporating strategies that also benefit your estate.

Insurance Analysis

Our careful evaluation of your insurance needs helps lay the groundwork for your financial stability. We’ll help ensure that you and your family are protected against life’s unexpected challenges.

RESOURCES

Personal Finance Topics
that Matter Most

Stay informed on personal finance topics that are important to you with our blogs, weekly & monthly email newsletters, and white papers. Check here regularly for our insights, updates, and commentary to help keep you up to date on financial news.

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WHAT YOU CAN EXPECT

A technology-backed
process for comprehensive
decision making

Make better decisions with the facts. Our robust technology
will enable you to review exactly where you are and most
importantly, where you want to go.

Discover more about our process

Explore More

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.

See the
StrategicPoint
difference

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.

Meet Our
Team

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

Featured Resources

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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Find Out How We Can Help You

Whether you’ve worked with an advisor before or new to the
experience, learn more about how our process can help you.

Contact Us

Sign up for news and updates

Interested in receiving a weekly snapshot of the financial markets? StrategicPoint offers free email
newsletters to keep you up-to-date on financial markets, important investment news and more.

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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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