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Your StrategicPoint Team
Derek Amey,
 Partner & Portfolio Manager
Kristina Mello, MBA,
  Advisor and Financial Planner
Sean Giles,
 Senior Financial Advisor
Rick Anzelone, JD,
 Partner & CCO
Betsey A. Purinton, CFP®,
 Managing Partner & CIO
StrategicPoint Investment Advisors Financial Consulting

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.

Website: strategicpoint.com

Phone: (401) 273-1500

Closed now

  • Thu 8:30 AM - 5:00 PM

294 W Exchange St Providence, RI 02903 ·501.61 mi

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