WHALEROCK POINT PARTNERS, LLC
WhaleRock Point Partners, LLC, is an SEC registered investment advisor (RIA) headquartered in Providence, Rhode Island with clients throughout the United States. The firm provides customized investment advice, asset allocation strategies, and portfolio recommendations to families, endowments, foundations and institutional investors.
Founded in 2006 to help several high net worth families achieve their wealth management goals, WhaleRock has grown to manage over $400 million in assets. Through a multidisciplinary investment approach focused on risk management, we are committed to preserving our clients’ wealth while identifying investment opportunities suitable to meet their long term financial goals.