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 Donald Hartley.
2628 East Main Road, Portsmouth, RI 02871
Securities and advisory services are 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. BankNewport and Oceanpoint Investment Solutions are not registered as a broker/ dealer or investment advisor. Registered representatives of LPL offer products and services using Oceanpoint Investment Solutions, and may also be employees of BankNewport.
These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of BankNewport or Oceanpoint Investment Solutions. The Oceanpoint Investment Solutions site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: RI, MA and FL. Securities and insurance offered through LPL or its affiliates are:
2628 East Main Road Portsmouth, RI 02871