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Strategicpoint Investment Advisors

+1 (401) 273-1500
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Sean Giles, Senior Financial Advisor
Sean Giles, Senior Financial Advisor
Betsey Purinton, CFP®, Managing Partner and CIO
Betsey Purinton, CFP®, Managing Partner and CIO
Derek Amey, Partner and Portfolio Manager
Derek Amey, Partner and Portfolio Manager
Kristina Mello, MBA, Advisor and Financial Planner
Kristina Mello, MBA, Advisor and Financial Planner
Rick Anzelone, JD, Partner and CCO
Rick Anzelone, JD, Partner and CCO
557 Main St
East Greenwich, RI 02818
+1 (401) 273-1500
https://strategicpoint.com
StrategicPoint is an independent wealth management firm, focused on providing financial planning and investment management for individuals and families. Our goal is to provide personalized advice tailored to meet your needs while keeping your best interests top of mind. Our collaborative team culture combines years of extensive experience and broad financial expertise coupled with an empathetic approach to money management. We are passionate about providing the highest quality of service.

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United States›Rhode Island›East Greenwich›Strategicpoint Investment Advisors

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