Providence & East Greenwich 1-800-597-5974
Client Login

StrategicPoint is an independent investment advisory firm that utilizes its years of experience and professional expertise to help clients achieve their financial goals.

We strive to provide peace of mind to our clients by proactively managing investment portfolios on a risk adjusted basis.

Quick Links

  • Services
    Learn about our Personal Financial Planning and Investment Management services.
  • Sign Up
    Receive our weekly Financial Market Update by email.
  • Sign Up
    Receive our monthly Wealth Management e-Newsletter by email.
  • Videos
    Miss our TV appearance? Watch the latest video.
Meet our Team
 

"Integrity and due diligence are two core values that guide my wealth management advice. I believe financial success is dependant on listening to my clients’ concerns and applying expert knowledge to meet their needs."

Daniel Legault, CFP®
Senior Financial Advisor

Find the StrategicPoint advisor that's right for you. Learn More
   
Women's Circle - May 23rd
Join us at our next Women's Circle, when Betsey Purinton, CFP® will discuss the importance of planning ahead for your retirement. Learn More
   

Meet with our financial advisors:


  • For a personal financial evaluation
  • To receive guidance on your financial future
  • To learn how our services can work for you

The StrategicPoint Difference