SPECIAL ADVERTISING SECTION
outstanding WOMEN
BETSEY A. PURINTON, CFP®
Managing Partner and Chief Investment Officer
StrategicPoint Investment Advisors
T
HROUGHOUT EACH STAGE OF your
life, you will be presented with a range of
financial challenges, each unique and
personal. Led by Managing Partner
Betsey A. Purinton, CFP®, 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, we can guide you
through life’s financial milestones by offering holistic
financial planning integrated with wealth
management.
Our all-inclusive methodology combines investments
with financial planning techniques to help guide you
towards financial independence. Whether we are
discussing a house purchase, college costs, a career
change, the timing of retirement or the best way to
establish a legacy, we examine all aspects of your
financial life. Our goal is to develop for you a
long-term plan that can be reliably monitored and
readily adjusted to respond to changing needs. As
lifetime partners with you, we want to share in your
financial triumphs as well as help you negotiate the
unexpected challenges. Together we aspire to keep
you on track to achieve your most desired goals.
294 West Exchange St., Providence, RI 02903
557 Main St., East Greenwich, RI 02818
401.273.1500 / 800.597.5974
StrategicPoint.com
StrategicPoint Investment Advisors has a fiduciary
duty to act in the best interest of those we serve. This
means that at every step of the wealth management
process we develop strategies and clearly articulate
recommendations on what is most advantageous to
you. Our goal is to develop for you a long-term plan
that can be reliably monitored and readily adjusted to
respond to your changing needs.
“
I have always had a passion for education. I was a teacher and school
administrator before moving into the wealth management field. I enjoy sharing my
knowledge with clients and helping them become and stay financially independent.
”
—Betsey A. Purinton, CFP ®
Managing Partner and Chief Investment Officer
RHODE ISLAND MONTHLY
l APRIL 2020 99