StrategicPoint Investment Advisors
Take Control and Retire with Confidence
StrategicPoint Investment Advisors
294 W Exchange St
Providence, RI 02903
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Based in Providence, RI, SPIA is a fee-based wealth management and investment advisory firm, providing dynamic, effective financial solutions specifically tailored to meet clients’ goals. SPIA focuses on the retail client and delivers a premium level of individualized financial services at a reasonable cost. The firm regularly hosts client events and publishes a blog showcasing the unique voices of its advisors and covering relevant market analysis and financial planning topics.
For more information, visit: www.strategicpoint.com
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A message from
Betsey Purinton
Partner
Since joining Focus we have taken advantage of the sharing of best practices and ideas across the partnership. We’ve been delighted to share our marketing expertise with other firms, particularly ideas on how to work with our clients’ other trusted professionals, such as attorneys. We have also gained tremendous value from our partners sharing their expertise with us on how we can better service our clients and improve our internal processes. Through this sharing, we’ve been able to create a program that engages our female clients in new ways, and we’re sharing these ideas with our other partner firms.
Learn More About StrategicPoint Investment Advisors