Providence & East Greenwich 1-800-597-5974
Client Login
Print this page

 There are many exciting things happening at StrategicPoint! 
Check back here often to learn about new happenings with the firm.


April, 2011  StrategicPoint announces that Joseph Kolb, Director of Financial Planning has received his CFP® certification.

March, 2011  Derek Amey promoted to Director of Operations at StrategicPoint

January, 2011  StrategicPoint Receives Three Five Star Wealth Manager Awards for 2011

October 21, 2010 Providence's Women's Planning Initiative holds its third event dedicated to educating women on financial independence

September 29, 2010  StrategicPoint Promotes Leadership Team

July 21, 2009   StrategicPoint Named Among Top Firms Nationwide in Two Independent Surveys

June 30, 2009    StrategicPoint Launches Initiative to Help Women Investors

April 21, 2009    Betsey Purinton promoted to Vice President, Chief Financial Planner
Enews Signup