StrategicPoint
Retire With Confidence
Providence, United States · Founded 2002
- Headquarters
- Providence, Rhode Island
- Employees
- 11–50
- Founded
- 2002
- Business Model
- B2C
- Website
- strategicpoint.com
About
StrategicPoint Investment Advisors is an independent, fee-based registered investment advisory (RIA) firm headquartered in Providence, Rhode Island, managing approximately $915 million in assets for individual and institutional clients. The firm provides a comprehensive suite of wealth management and financial planning services including investment management, retirement income planning, tax planning, college funding, generational wealth transfer, and insurance analysis. As a legally bound fiduciary, StrategicPoint offers unbiased, collaborative financial guidance to help clients achieve their life goals and retire with confidence.
Summary
StrategicPoint is a Financial Services company based in Providence, United States, founded in 2002.
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