Stablepoint Partners, LLC logo

Stablepoint Partners, LLC

Updated today

Client assets under management

$921,047,172

Clients

561

47% high-net-worth

Advisors

5

of 11 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

112

Very High

Average account size

$1,641,795

About

Stablepoint Partners provides wealth management and financial planning to individuals (including high-net-worth clients), trusts, estates, charitable organizations, businesses, municipalities, and retirement plans, and offers 3(21) retirement plan advisory services. The firm delivers discretionary investment management and ongoing planning support while also facilitating access to third‑party platforms, non‑purpose lending introductions, and cash management solutions.

The firm’s investment process is primarily long‑term focused and combines fundamental and technical analysis to construct portfolios that typically use ETFs and mutual funds but can include individual stocks, bonds, alternatives, and unaffiliated independent managers where appropriate. Stablepoint monitors accounts on a continuous basis, implements rebalancing and tax‑sensitive decisions as needed, and reported managing roughly $926 million of discretionary assets as of December 31, 2025.

Noteworthy distinctions include sponsorship of a wrap fee program that bundles transaction and custodial costs into a single advisory fee, and participation in StoneCastle’s KEEP/FICA cash management program for which the firm receives a fee. The firm also maintains institutional relationships with Goldman Sachs and Charles Schwab that provide software, research and launch support, operates an affiliated insurance entity through which advisors may sell commission‑based insurance products, and uses client testimonials and advertised third‑party ratings in its marketing materials—practices that are less common among peer team firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Certain clients may be offered a fixed annual rate or fixed annual fee.

Percentage

$0 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: Negotiable

Commissions

Commission-based compensation is only earned by certain advisory persons through affiliated insurance entity (Stablepoint Insurance, LLC) for selling insurance products; separate from advisory fees.

Other

Fee-only: Wealth management fees based on assets under management as per tiered schedule; fees may be negotiable; includes securities transaction fees in wrap fee program.

Main office location

Stablepoint Partners, LLC

45 Braintree Hill Park, Suite #402

Braintree MA 02184, United States

Number of offices

1

Most active in

California · District of Columbia · Florida · Maine · Massachusetts · New Hampshire · New York · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kennan S

CFP®, Series 66

Braintree, MA

Stablepoint Partners, LLC

Kennan Startzell is a CFP® with eight years of industry experience, currently serving as an advisor at Stablepoint Partners, LLC. He previously worked at Morgan Stanley for eight years and Brown Brothers Harriman for one year. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Stablepoint Partners, LLC is a registered investment adviser providing wealth management services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using diversified portfolios of ETFs, mutual funds, individual securities, and alternative investments, along with ongoing discretionary portfolio supervision.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Henry W

CFP®, Series 63, Series 66

Braintree, MA

Stablepoint Partners, LLC

Henry Wheelwright is a CFP® professional with 24 years of industry experience. He currently serves at Stablepoint Partners, LLC and has prior experience with Morgan Stanley Private Bank, N.A. and Morgan Stanley. Outside of his advisory role, he is involved with the South Shore Health Development Committee’s Finance Committee in Weymouth, Massachusetts. Stablepoint Partners, LLC is a registered investment adviser offering wealth management services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using diversified portfolios of ETFs, mutual funds, individual securities, alternative investments, and independent managers.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Christopher G

CFP®, Series 63, Series 66

Braintree, MA

Stablepoint Partners, LLC

Christopher Griffith is a CFP® with 25 years of industry experience. He is currently with Stablepoint Partners, LLC and has previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. He is also a licensed insurance professional. Stablepoint Partners, LLC provides wealth management services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans, managing approximately $797.7 million in discretionary assets. The firm employs a long-term, portfolio-driven investment approach, utilizing diversified portfolios with ETFs, mutual funds, individual securities, and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Claire S

CFP®, Series 63, Series 65

Braintree, MA

Stablepoint Partners, LLC

Claire Smith is a CFP® professional with 11 years of industry experience. She currently works at Stablepoint Partners, LLC and previously held roles at Morgan Stanley and Columbia Management Investment Advisers, Inc. Her credentials also include Series 63 and Series 65 licenses. Stablepoint Partners, LLC is a registered investment adviser providing wealth management services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using diversified portfolios of ETFs, mutual funds, individual securities, and alternative investments while offering discretionary portfolio supervision and rebalancing.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Matthew J

Series 65

Braintree, MA

Stablepoint Partners, LLC

Matthew Joyce is a Series 65-licensed financial advisor with Stablepoint Partners, LLC, bringing 16 years of industry experience including a long tenure at BNY Mellon. He has been with Stablepoint Partners since 2024. Stablepoint Partners, LLC provides wealth management services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using diversified portfolios of ETFs, mutual funds, individual securities, and alternative investments, with discretionary portfolio supervision and rebalancing.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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