Stablepoint Partners

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Stablepoint Partners Independent advisory firm committed to helping clients achieve financial stability and confidence at every stage of life.

Stablepoint Partners is an independent advisory firm committed to delivering tailored planning, highly personal service, and comprehensive solutions to help clients achieve financial stability, confidence, and success at every stage of life and point in their journey. We are on mission to reimagine wealth management, revitalize the importance of personal relationships, and relentlessly make a difference in the lives of clients. We are an independent, SEC-registered advisory firm committed to simplifying your financial world, protecting by our hard-earned wealth, and pursuing growth opportunities. As reinforced by our name, we strive to ensure financial stability and confidence at every stage of life and point in your journey. We created Stablepoint Partners to embrace the full value of independence, protect the best interests of our clients, and deliver an enhanced wealth management experience, including diverse and objective research and top-tier resources from across the industry. Stablepoint Partners, LLC is a registered investment advisor. Please visit our website at stablepointpartners.com/disclosures

10/09/2026

The S&P 500 is near all-time highs, but how many companies are actually driving the market higher?

In this week's market update, Henry Wheelwright, CFP® discusses the growing concentration within the S&P 500, where AI and energy-related stocks have dominated recent performance.

With interest rates, geopolitical uncertainty, and the upcoming midterm elections creating potential volatility, Henry explores why diversification, portfolio positioning, and identifying opportunities beyond today's market leaders may be increasingly important.

Strong markets don't always mean broad markets.

🎥 Watch Henry's latest update for his perspective on what investors should be watching as we approach year-end.

10/03/2026

Why are interest rates moving higher—and what does that mean for investors?

It’s one of the biggest questions we’re hearing from clients right now.

In this week’s market update, Chris Griffith, CFP®, CPWA® uses three charts to explain what’s happening with longer-term Treasury yields, why bond prices tend to move in the opposite direction of interest rates, and how the current environment is creating both challenges and opportunities for investors.

Most importantly, Chris discusses how we’re approaching interest rate risk within client portfolios and why knowing what you own and maintaining a long-term perspective continue to matter.

09/23/2026

Great day at Bentley University, thank you Kennan Startzell, CFP® and Ryan Sherwood for taking the afternoon to share your thoughts and advice with a terrific group of students!

09/18/2026

What happens when thousands of professionals from across the wealth management industry come together to talk about what’s next?

You listen, learn, exchange ideas and bring the best ones home.

Claire Smith, CFP® and Kennan Startzell, CFP® spent the week at Future Proof in Huntington Beach, exploring how technology, AI, financial planning, and the client experience continue to evolve.

But amid all the conversations about what’s changing, one thing remains the same: our focus on helping clients feel educated, organized, and secure in their financial lives.

Claire shares a few of the ideas and themes they’ll be bringing back to Stablepoint in this week’s video.

This week, rather than sharing our usual market update, we pause to remember and honor the lives lost on September 11, 2...
09/11/2026

This week, rather than sharing our usual market update, we pause to remember and honor the lives lost on September 11, 2001, and all those whose lives were forever changed by the events of that day.
On this 25th anniversary, we remember the extraordinary courage of the first responders and everyday citizens who stepped forward to help others, and the remarkable sense of unity that followed.
May we continue to carry forward that spirit of compassion, courage, and community.
Today and always, we remember.

09/04/2026

We’re doing VISION a little differently this year.

Four smaller gatherings. More meaningful conversations. More opportunities to connect.

Kennan Startzell, CFP® shares a quick preview of what we have planned for this fall.

Interested in joining us? Reach out to the StablePoint team for more information. We’d love to have you.

08/28/2026

AI, data centers, interest rates & the Fed—there’s plenty to watch as we close out the summer.

Chris Griffith, CFP®, CPWA® breaks down the trends getting our attention in this week’s market update.

We’re also proud to celebrate a special Stablepoint milestone: $1 billion in client assets under management. Thank you to our clients for the trust and confidence that made it possible.

08/21/2026

🛍️ What is the latest round of retail earnings telling us about the U.S. consumer?

Spending remains resilient—but when it comes to investing, valuation matters.

Henry Wheelwright breaks down the latest results from some of America’s biggest retailers and where opportunities may be developing in the market.

08/15/2026

Some encouraging news on inflation. 📊

In this week’s update, Claire Smith, CFP® breaks down the latest inflation data and what it could mean for the Fed—and investors—in the months ahead.

Not a victory lap yet, but certainly a step in the right direction.

🎥 Watch the full update.

08/07/2026

🎉 New job? Don't forget your financial checklist.

A career change is the perfect time to review:
✔️ Your old 401(k)
✔️ New retirement benefits
✔️ HSA & IRA accounts
✔️ Insurance coverage
✔️ Your financial plan

Kennan Startzell, CFP® walks through the key items to consider in this week's video.

Address

45 Braintree Hill Office Park
Braintree, MA
02184

Telephone

+17816814983

Website

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