StrategicPoint Holdings

“We think of all Focus firms as our partners. This is much more than a study group — we are economically intertwined. We were delighted to leverage our media and marketing expertise to assist Marty, and look forward to doing the same for other partners.”
– Jill Schlesinger, Partner, StrategicPoint Holdings, Providence, RI • Focus Partner since January ’06
Based in Providence, RI, SPH is a fee-based wealth management and investment advisory firm, providing dynamic, effective financial solutions specifically tailored to meet clients’ goals. SPH focuses on the retail client and delivers a premium level of individualized financial services at a reasonable cost. Each week, senior principals David Brochu and Jill Schlesinger host the Making Money radio show, which is heard by over 100,000 listeners throughout New England.

