We understand that each client's needs are unique and to that end, we provide each client with customized resources, information, and attention. Our client's goals drive all investment and financial planning decisions.

Who Are We?

What Do We Do?

What is StrategicPoint's mission?
StrategicPoint's mission is to assist individuals and entities in accomplishing their goals by helping them discover and maximize their financial opportunities. We understand that your needs are as unique as you are. Therefore, we provide each client with customized resources, information, and attention. Your goals drive all investmentand financial planning decisions.
back to top

How can I get a better sense of the people at StrategicPoint?
To learn more about our approach, tune in to The Making Money Show Saturdays 9am to 12pm on:

• WHJJ Talk Radio 920am (Providence, RI)
• On our website, www.strategicpoint.com

Where are the StrategicPoint offices located and how do I get there?
StrategicPoint is located at 220 West Exchange St., Providence, RI 02903 and 557 Main Street., East Greenwich, RI 02818.
Click here for directions.
back to top

What kind of a firm is StrategicPoint?
StrategicPoint is a fee-based wealth management and investment advisory firm, licensed as a Registered Investment Advisor. StrategicPoint provides dynamic, effective financial solutions specifically tailored to meet our clients goals. Founded in 1989, StrategicPoint delivers a premium level of individualized financial services at a reasonable cost.
back to top

What is a Registered Investment Advisor?
A Registered Investment Advisor is a firm or person having a fiduciary responsibility of maintaining undivided loyalty to its clients. This means that transactions with clients must be honest and fair at all times. Any person or entity that presents itself as a financial planner generally must be a Registered Investment Advisor.
back to top

What does StrategicPoint sell?
StrategicPoint offers sound financial advice for individuals, retirement plan trustees, and businesses. Combining high level technology with outstanding client service, we transform the wealth and investment management process from a privilege of the ultra rich to a medium for those seeking financial success. StrategicPoint services include wealth management, investment advisory, tax planning, and qualified retirement plan management, among others. Click to learn more about StrategicPoint individualized services.
back to top

How is StrategicPoint compensated for advisory and investment services?
StrategicPoint charges up to 1% annually of the total assets under management, payable quarterly in arrears , with a minimum fee of $1,500. Click here to learn more about our service offerings and costs. For more specific details, ask to see our Form ADV.

What is a Form ADV?
A Form ADV is a legal document issued by Securities and Exchange Commission (SEC) that ensures we are who we say we are-Registered Investment Advisors (RIA). This form allows complete disclosure regarding all aspects of how we do business. It also outlines our educational backgrounds and fee structure. We are obligated by law to provide this document to our clients and prospective clients, upon request.
back to top

How can I decide if StrategicPoint services are right for me?
Call us for a free initial meeting, where you will talk with a dedicated StrategicPoint advisor about your financial concerns. Your advisor will point out any opportunities that may help you make or save more money. Your advisor will also explain our services and fee structure and how they might benefit you.
back to top

How can I contact StrategicPoint for an appointment?
You can reach StrategicPoint by calling 1-800-597-5974 or 401-273-1500
( Monday through Friday 9am-5pm, and Saturday 9am-12pm).
back to top

What personal information should I bring to my initial meeting?
When you come in for your meeting, bring your latest financial statements and your latest tax return. In order for us to understand your financial situation, we will ask you to discuss: income sources, financial and real estate assets, current insurance coverage, retirement plan contributions and balances, mortgages and other debt, college funding and estate planning.
back to top