Stablepoint Partners, LLC

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.