Founded by Josh Wells, and currently managing over $100 million in assets, our firm is well known in the community. Conveniently located in East Providence, we work almost exclusively with utility companies' employees and high net-worth retirees living in New England. Our firm specializes in customizing retirement income strategies to help retirees navigate a complicated and ever changing investment landscape. Our combination of licenses, registrations, and special education qualify us to work with all types of investments. There is virtually no planning tool we cannot utilize if the circumstances call for it - simple or complex. Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your assets.
File your FAFSA when and where you want it. Many customers value the privacy, security, and flexibility that Financial Aid Preparation Services offers. You can work with us over the phone or we can meet you at your residence or school. We also help with the CSS Profile, Renewal FAFSA and Reviewing Financial Aid Packages. Our clients like the option of getting assistance in the privacy of their home either over the phone or in person.
StrategicPoint is an independent wealth manager, focused on providing financial planning and investment management for individuals and families. Our goal is and always has been to provide personalized advice tailored to meet your needs while keeping your best interests top of mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a plan that’s designed to address your individual situation. We understand the challenges that families and business owners face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Providence, RI area, Ed Pontarelli will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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