# StrategicPoint Investment Advisors StrategicPoint Investment Advisors is a Bank / Wealth / Trust based in Providence, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Providence, United States - **Region:** North America - **Address:** 294 West Exchange Street, Providence, RI 02903 - **Founded:** 1992 - **Assets under management:** Undisclosed - **Website:** strategicpoint.com - **LinkedIn:** https://www.linkedin.com/company/strategicpoint-investment-advisors ## Regulatory record - **CRD number:** 124636 - **SEC file number:** 801-61711 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124636 ## About 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. 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. ## Sectors - Wealth Management - Financial Planning - Retirement ## People - Derek M. Amey — Managing Partner and CIO - Richard J. Anzelone, J.D., CRPC™ — Managing Partner and CCO ## Questions ### Who runs investment decisions at StrategicPoint? Derek M. Amey serves as Managing Partner and Chief Investment Officer. He is the named lead on the firm's investment process, which integrates portfolio management with the firm's broader financial-planning framework. No additional portfolio managers or investment committee members are publicly disclosed. ### Is StrategicPoint structured as a fiduciary? Yes, StrategicPoint states it operates as a legally bound fiduciary and an independent registered investment adviser (RIA). Its website explicitly claims advisors have a legal obligation to act in the client's best interest, distinguishing the firm from broker-dealer models that operate under a suitability standard. ### Does StrategicPoint manage institutional capital or only individual and family assets? StrategicPoint's publicly available materials describe its client base exclusively as individuals and families. There is no mention of institutional separate accounts, pension fund mandates, or endowment relationships. The firm's service language and content focus entirely on personal financial planning and retirement outcomes. ### How does StrategicPoint charge for its services? The firm describes itself as fee-only, and its website directs prospective clients to a dedicated page explaining its fee structure. StrategicPoint emphasizes transparency in its pricing. Specific fee schedules or minimum account sizes are not published on the public website. ### Does StrategicPoint have any affiliated entities or outside capital backing? There is no public evidence of affiliated entities, outside private-equity backing, or a parent consolidator. The firm presents itself as an independent, owner-operated RIA. Any operating-company or real-estate investment subsidiaries are not disclosed. ## Related profiles - [Strategic Planning](https://altss.com/profile/strategic-planning) - [Strategic Probability Partners](https://altss.com/profile/strategic-probability-partners) --- Last updated: 2026-08-11T02:43:31.692Z Canonical page: https://altss.com/profile/strategicpoint-investment-advisors Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology