Also known as rock point
Rock Point Advisors is a wealth advisory firm in Burlington, Vermont, founded in 2004. It provides financial planning and investment management, managing portfolios in the context of plans developed with each client. The firm states that its work is guided by fiduciary duty and describes its approach as practical advice and responsible investing. It publishes quarterly market commentary, including a Q3 2026 note on artificial intelligence and the US stock market. It reports about $656 million in assets under management.
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Rock Point Advisors is a wealth manager based in Burlington, United States, managing approximately $656M in assets.
Rock Point Advisors is headquartered in Burlington, United States.
Rock Point Advisors manages approximately $656M in assets under management.
Rock Point Advisors was founded in 2004.
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