Advisors at this firm
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.
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.
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.
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.
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.