Stablepoint Partners is an independent advisory firm committed to delivering tailored planning, highly personal service, and comprehensive solutions to help clients achieve financial stability, confidence, and success at every stage of life and point in their journey. We are on mission to reimagine wealth management, revitalize the importance of personal relationships, and relentlessly make a difference in the lives of clients. We are an independent, SEC-registered advisory firm committed to simplifying your financial world, protecting by our hard-earned wealth, and pursuing growth opportunities. As reinforced by our name, we strive to ensure financial stability and confidence at every stage of life and point in your journey. We created Stablepoint Partners to embrace the full value of independence, protect the best interests of our clients, and deliver an enhanced wealth management experience, including diverse and objective research and top-tier resources from across the industry. Stablepoint Partners, LLC is a registered investment advisor. Please visit our website at stablepointpartners.com/disclosures
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Braintree, Massachusetts 02184, US
Some great commentary from Managing Partner Henry Wheelwright, CFP® !
Hard to not love Friday’s..gorgeous in Boston. Wow, October in New England is a gift. Another great opportunity to discuss the top catalysts that moved the market this week. Watch the short video for some insight.
Stablepoint Partners reposted this
We are headed to another Friday record close in the markets ! Great start to the weekend. Watch this 4-min video to hear about today’s big bank earnings, Elon’s Robo-Taxi PR miss, weekly CPI readings, and Social Security COLA increase.
A busy week in the markets, hear from Stablepoint’s Vice president of wealth management Claire Smith, CFP® with some highlights and our thoughts. Have a terrific weekend!
With the 3rd quarter coming to a close, hear from Managing Partners Henry Wheelwright, CFP® and Christopher K. Griffith, CFP®, CPWA® on the markets. Have a great weekend!
Welcome Robert Sheehan! Stablepoint Partners welcomes Bobby Sheehan to our growing team! Bobby is a senior at Bentley University who will be with us on-site as an Investment Advisor intern, for the 2024-25 academic school year. As a finance major, Bobby has already become an integral part of our practice by creating detailed financial plans, speaking with our clients, and learning as much as he can from our seasoned team. Bobby holds an executive leadership role in his fraternity, Sigma Chi, where the chapter has a great focus on giving back to the local community. Originally from Long Island, NY, he grew up a Giants and Yankees fan; two things we’ve told him cannot be brought up in the office. He enjoys golf, watching football, and playing basketball. We’re looking forward to a great year ahead and couldn’t be more excited to have Bobby on board!
It’s Friday and another busy week in the market is wrapping up. Watch a brief video (under 5-Min) in which I highlight the key business headlines of the week, talk through Tuesday’s presidential debate, the recent CPI reading, ChatGPT valuations, and the upcoming Fed meeting. Enjoy and reach out for guidance.
Thanks Evan Barkowsky for a great summer at Stablepoint! It was a pleasure having you on board as our summer intern, you will be missed!