The OceanPoint Investment Solutions focus is on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate and plan for the future.
Strategies for Your Wealth Management Needs
We help you create a personalized financial strategy with your lifestyle goals in mind. Based on our discovery process, we work with you to build an appropriate plan that supports your objectives, then monitor it regularly to help you stay on track.
Our services and strategies include:
- Retirement Planning
- Investment Planning
- Estate Planning
- Education Planning
- Risk Management
- Tax Strategies
- Gifting Strategies
- ... and more
Our Approach to Your Personalized Plan
- We begin by asking you to complete a confidential personal profile that helps us gain a deep understanding of your current financial situation and goals.
- We provide a detailed analysis of your finances, develop a variety of customized strategies, then offer suitable recommendations to address your future needs.
- Once you select an appropriate approach, we put your personalized plan into action. We then maintain consistent communication with you, carefully monitoring your portfolio and making adjustments, when necessary.
To start your conversation about Wealth Management planning or to learn more about these and other investment options contact one of our financial advisors.
2628 East Main Road, Portsmouth, RI 02871
6 Gooding Avenue, Bristol, RI 02809
27 Strawberry Field Road, Warwick, RI 02886
*In certain situations, Financial Institutions may have an affiliated broker/dealer and/or registered investment advisory firm – in those situations, the agreement may require LPL to compensate that affiliate, rather than the Financial Institution, directly.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL affiliate, please note LPL makes no representation with respect to such entity. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, the bank/credit union. Securities and insurance offered through LPL or its affiliates are:
|Not FDIC/NCUA Insured||Not Bank/Credit Union Guaranteed||May Lose Value||Not Guaranteed by any Government Agency||Not a Bank/Credit Union Deposit|
Your Bank ("Financial Institution") provides referrals to financial professionals of PL Financial LLC (*LPL") pursuant to an agreement that allows PL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution is not a current client of LPL for advisory services.”
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2628 East Main Road Portsmouth, RI 02871
East Greenwich Branch
1000 Division Street, East Greenwich, RI 02818