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:

Quarterly Commentary
(1Q 2024)

The first three months of the new year proved to be an extension of 2023 – large technology stocks leading the way with some sizzle provided by companies tied to Artificial Intelligence (AI) and bouts of interest rate volatility keeping markets on edge. Economic data continued to surpass consensus expectations with some experts now suggesting that the US economy might sail past a hard or even a soft landing without a pause – a prospect on no one’s radar until recently.

Peering into a Tax Sunset
(February 2, 2024)

It’s a new year! Though not as newsworthy as geopolitics, the presidential election, or the eclipse, the sunset of many favorable tax provisions upon the close of 2025 is a topic worthy of your review now.

Quarterly Commentary
(4Q 2023)

Last year’s markets behaved as usual by defying expectations at every turn. Investors were taught yet again that the economy and markets are inherently unpredictable. It is understandable that investors started the year in a downbeat mood, given the miserable stock and bond returns of 2022. Many doubted that the Federal Reserve could orchestrate a “soft landing” – conquering inflation without beating up the economy.