Faces of Rhode Island Faces 2020 - Page 12


★ 2020 ★

HOLISTIC FINANCIAL MANAGEMENT StrategicPoint Investment Advisors

Throughout each stage of your life , you will be presented with a range of financial challenges , each unique and personal . StrategicPoint offers the professional guidance you and your family need to make informed decisions along the way . Whether you are starting out , building wealth , approaching retirement or living in retirement , they can guide you through life ’ s financial milestones by offering holistic financial planning integrated with wealth management .
Their holistic approach integrates your investments with financial planning techniques to help guide you towards financial independence . Whether discussing a home purchase , college costs , a career change , the timing of retirement or the way to establish a legacy , they examine many aspects of your financial life . As lifetime partners with you , they want to share in your financial triumphs as well as help you negotiate the unexpected challenges .
From left : Kristina Mello , Aaron Reynolds , Sean Giles , Betsey Purinton , Richard Anzelone , Derek Amey , Tara Budlong . 294 West Exchange St ., Providence ; 557 Main St ., East Greenwich ; 401-273-1500 , 800-597-5974 , StrategicPoint . com