StrategicPoint Investment Advisors is an independent Registered Investment Advisor (RIA) based in Providence, RI. They offer a collaborative team approach to financial planning and investment management, helping clients navigate through life changes and achieve their life's goals with confidence. With a focus on financial planning, they provide unbiased advice, personalized wealth management services, and expertise in retirement income planning, tax planning, college funding, generational wealth transfer, and insurance analysis.
StrategicPoint serves individuals and families who are planning for retirement or experiencing life changes, offering customized plans and guidance to help clients prioritize their goals and make informed financial decisions. Whether clients are juggling family goals, approaching retirement, facing a life-changing event, or living in retirement, StrategicPoint's experienced wealth managers are dedicated to providing objective insights and support throughout their financial journey.
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