Braintree, Massachusetts-based Stablepoint Partners announced its launch and the selection of Goldman Sachs Advisor Solutions (GSAS) as its custodian. With $650 million in assets under management, the team is led by Managing Partners and Co-Founders Christopher Griffith and Henry Wheelwright. It includes VP and Wealth Advisor Claire Smith and Senior Client Service Associates AnneMarie Daly and Allyson Cellucci. Prior to independence, the team was with Morgan Stanley.
Griffith said, “We created Stablepoint to embrace the full value of independence and reimagine the experience we deliver to help clients achieve their goals. At the heart of everything we do will be our role as fiduciaries – with a focus on protecting the best interests of clients through objective advice, tailored solutions and service excellence.”
“Everything we do is centered on clients – serving as advisors and coaches across financial life,” said Wheelwright. “To do so, we conducted careful due diligence across all aspects of our business to align a world-class offering and ecosystem for clients, including the selection of Goldman Sachs Advisor Solutions to provide our clients with best-in-class services, resources and an ever-evolving open architecture network.”
Griffith has 23 years of experience and Wheelwright 22 years, serving executives, entrepreneurs and multigenerational families. Smith has eight years of experience.
Richard Lofgren, Head of Advisor Engagement at GSAS, said, “We are excited to align with Stablepoint Partners – a next generation team focused on delivering an exceptional experience to their clients. Goldman Sachs has developed a dedicated platform to do just that – and we look forward to continuing to innovate and provide our various solutions to help Stablepoint achieve its vision of serving clients with evolving wealth needs.”
Michael Madden, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at mmadden@wealthsolutionsreport.com.
