StrategicPoint Investment Advisors

StrategicPoint Investment Advisors

StrategicPoint Investment Advisors was founded in 1992 and operates from a single office on West Exchange Street in Providence, Rhode Island. Managing Partner and CIO Derek M. Amey and Managing Partner and CCO Richard J. Anzelone lead the firm, which has positioned itself as an independent, fee-only fiduciary serving individuals and families through financial-planning-led wealth management for more than three decades. The firm's strategy centers on holistic financial planning that drives asset allocation and portfolio construction. Its service suite spans investment management, retirement-income modeling, tax-aware planning, college funding strategies, generational wealth transfer, and insurance analysis. Rather than operating as a transaction-oriented brokerage, StrategicPoint deploys client capital through a collaborative team model where dedicated advisory groups manage the full client relationship. The firm's geographic footprint concentrates on Rhode Island and the broader New England region. StrategicPoint does not publicly disclose assets under management or total client count, consistent with the posture of a privately held RIA that has not sought external capital or participated in industry benchmarking surveys that would force disclosure. The firm's website features weekly market commentary and educational content aimed at pre-retirees and clients navigating life transitions. The two named managing partners represent both investment and compliance leadership, suggesting a lean senior team without publicly listed junior partners or sector-specialist portfolio managers. Structurally, StrategicPoint differs from the wave of roll-up aggregators and private-equity-backed RIA platforms that have absorbed many independent New England advisors since 2015. It has remained partner-owned and operated from a single location, with no disclosed outside capital or serial acquisition strategy. That architecture ties governance directly to the two individuals who run the firm day-to-day, creating a succession question that the firm has not addressed publicly.