Stablepoint Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stablepoint Partners provides wealth management, investment management, and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses and retirement plans, and also offers 3(21) retirement plan advisory services and participant account management. The firm offers related services such as cash‑management access through a third‑party program and may refer clients to unaffiliated specialists as part of its planning work.
The advisor acts as a fiduciary and delivers customized, primarily long‑term investment strategies through discretionary portfolio management, typically using ETFs and mutual funds but also individual securities, bonds, alternatives, and unaffiliated independent managers when appropriate. Stablepoint uses both fundamental and technical analysis, conducts ongoing monitoring with at least annual formal reviews, and documents recommendations through written plans or consultations when engaged.
Stablepoint’s disclosures highlight several features that are less common among its peers: it sponsors a wrap fee program and explicitly bundles “Covered Costs” (including transaction and administrative costs) into its asset‑based fee, and it maintains institutional arrangements with multiple custodians that provide software, support and other economic benefits. The firm also discloses use of client testimonials and third‑party ratings in its advertising, receives non‑advisory compensation in areas such as insurance sales through an affiliated insurance entity, and accepts third‑party support for client events and a branded cash‑management program.
Client services
Expertise
Fee options
Certain Clients may be offered a fixed annual rate or a fixed annual fee, but specific amounts are not stated.
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: Negotiable
Fee-only: Wealth management fees are paid monthly in advance, based on a tiered annual percentage of assets under management, generally from 1.50% down to negotiable fees for assets over $10 million.
Main office
45 Braintree Hill Park, Suite #402
Braintree MA 02184
Advisors at this office
5
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kennan S
CFP®, Series 66
Braintree, MA
Stablepoint Partners, LLC
Kennan Startzell is a CFP® with nine years of industry experience, currently serving at Stablepoint Partners, LLC. He previously worked at Morgan Stanley for eight years. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Stablepoint Partners provides wealth management, investment management, and financial planning services to a broad range of clients, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm delivers customized, primarily long-term investment strategies using a mix of ETFs, mutual funds, and other securities, supported by ongoing monitoring and formal reviews.
Henry W
CFP®, Series 63, Series 66
Braintree, MA
Stablepoint Partners, LLC
Henry Wheelwright is a CFP®-certified financial advisor with 24 years of industry experience. He currently works at Stablepoint Partners, LLC and has previously held positions at Morgan Stanley and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he serves on the South Shore Health Development Committee's Finance Committee in Weymouth, Massachusetts. Stablepoint Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs customized, primarily long-term investment strategies and offers additional services such as retirement plan advisory and cash-management access through third-party programs.
Christopher G
CFP®, Series 63, Series 66
Braintree, MA
Stablepoint Partners, LLC
Christopher Griffith is a CFP® with 25 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. He is also a licensed insurance professional. Stablepoint Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm delivers customized, primarily long-term investment strategies using discretionary portfolio management and conducts ongoing monitoring with formal annual reviews.
Claire S
CFP®, Series 63, Series 65
Braintree, MA
Stablepoint Partners, LLC
Claire Smith is a financial advisor with Stablepoint Partners, LLC, holding the CFP® designation and Series 63 and 65 licenses. She has 11 years of industry experience, including previous roles at Morgan Stanley and Columbia Management. Smith is also involved in insurance sales on a limited basis outside of her advisory work. Stablepoint Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs primarily long-term, customized investment strategies using a range of securities and offers retirement plan advisory services along with support through third-party programs.
Matthew J
Series 65
Braintree, MA
Stablepoint Partners, LLC
Matthew Joyce is a financial advisor at Stablepoint Partners, LLC with Series 65 credentials and one year of industry experience. He previously worked at BNY Mellon for 16 years. Stablepoint Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm delivers customized, primarily long-term investment strategies using a mix of ETFs, mutual funds, individual securities, bonds, alternatives, and independent managers, and offers related services including retirement plan advisory and cash-management access.
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