Stablepoint Partners has made its debut as an independent investment advisory firm operating out of Braintree, Massachusetts, that aims to provide bespoke planning and comprehensive investment solutions for its clients.
The leadership of Stablepoint is spearheaded by co-founders Christopher Griffith and Henry Wheelwright. These industry veterans were recognized as Best-In-State advisors by Forbes in 2022 and 2023.
Griffith was managing director and senior portfolio management director at Morgan Stanley for the last eight years. Prior to that he spent eight years in a similar role at UBS. Wheelwright followed a very similar career trajectory at the same employers.
The duo, who previously led Griffith Wheelwright Group under Morgan Stanley, will be joined by Claire A. Smith as wealth advisor, as well as their client service team of AnneMarie Daly and Allyson Cellucci.
Griffith expressed his enthusiasm about the new venture: "We created Stablepoint to embrace the full value of independence and reimagine the experience we deliver to help clients achieve their goals," he said in a statement. Griffith emphasized the firm’s commitment to acting as fiduciaries, focusing on protecting clients’ interests through personalized advice and service.
Stablepoint's service offerings are diverse and integrate advanced digital tools and top-tier resources, aimed, it says, at addressing the complex financial needs of their clients. Wheelwright, highlighted their client-centric approach: "Everything we do is centered on clients — serving as advisors and coaches across financial life."
The new firm has chosen Goldman Sachs Advisor Solutions as custodian. Wheelwright elaborated on this partnership: "We conducted careful due diligence across all aspects of our business to align a world-class offering and ecosystem for clients, including the selection of Goldman Sachs Advisor Solutions to provide our clients with best-in-class services, resources and an ever-evolving open architecture network."
Richard Lofgren, head of advisor engagement at Goldman Sachs Advisor Solutions, expressed excitement about partnering with Stablepoint. "Goldman Sachs has developed a dedicated platform to do just that – and we look forward to continuing to innovate and provide our various solutions to help Stablepoint achieve its vision of serving clients with evolving wealth needs," he stated.
RBC Wealth Management's latest move in New York adds an elite eight-member team to its recently opened Westchester office.
Stifel – so far - is on the hook for more than $166 million in damages, legal fees and settlements in investor complaints involving Roberts, a 35-year industry veteran.
The giant alt investments platform's latest financing led by T. Rowe Price and SurgoCap Partners, along with State Street, UBS, and BNY, will fuel additional growth on multiple fronts.
Some investors recently have seen million dollar plus decisions by FINRA arbitration panels involving complex products decisions go their way.
New report shines a light on how Americans view wealth today.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
