Practical Advice, Responsible Investing

Rock Point Advisors is a wealth advisory firm focused on helping clients make sound financial decisions and take advantage of the benefits of long-term investing. We are dedicated to managing portfolios in the context of plans carefully developed with our clients.

Since our founding in 2004, our financial planning and investment management efforts have been guided by our fiduciary duty to our clients and our belief that doing what’s right matters. We work hard to deliver practical advice and responsible investing to help clients achieve their goals.

Latest Insights:

Risk Is What You Didn't See Coming

In just a few weeks, markets have shifted from confident to panicked. These are stressful times for all of us. Our everyday lives are about to be disrupted. Health experts are still learning about the virus. This is a moment of maximum uncertainty.

Regarding the Covid-19 Coronavirus

As the outbreak has turned into a global threat, countries are imposing travel bans, canceling public events and quarantining millions of people to slow the spread of the virus. Experts are describing a pandemic - a new disease that spreads around the world.

SECURE at Last

In the May 2019 blog Fixing the Retirement Income Crisis - Winners and Losers, we profiled the Setting Every Community Up for Retirement Enhancement Act, better known now as the SECURE Act. Though its swift passage appeared to be a sure thing, Congress went on to other matters – until the SECURE Act was added to the spending bill passed into law on December 20th.