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WhaleRock Point Partners LLC Email Format
Financial ServicesRhode Island, United States2-10 Employees
WhaleRock Point Partners, LLC is a SEC-registered advisor based in Providence, Rhode Island, with clients across the United States. The firm provides customized advisory services, asset allocation strategies, and portfolio recommendations to families, endowments, foundations, and institutional investors. Founded on fiduciary principles and guided by a rules-based process, it tailors its approach to each client to support wealth preservation and long-term growth. The advisory team brings decades of experience in providing guidance through different market cycles. Since 2006, the firm has operated from Providence to serve clients nationwide, emphasizing attentive service and fiduciary governance.
1-888-653-2347 
support@leadiq.com 
