StrategicPoint Investment Advisors

StrategicPoint Investment Advisors is an independent wealth management firm focused on financial planning and investment management for individuals and families. Its work centers on retirement income planning, including how much to spend in retirement and when to take Social Security, along with tax planning, college funding, generational wealth transfer and insurance analysis.

The firm operates as a fiduciary and takes a collaborative, team-based approach, with planning meetings available by scheduling a call or meeting online. It has offices in Providence and East Greenwich, Rhode Island. The Providence office is at 294 West Exchange Street.