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What Makes Us Different

StrategicPoint is an independent wealth manager, focused on financial planning and investments.

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Taking a Holistic
Approach

Our holistic approach integrates your investments with financial planning techniques to help guide you towards financial independence.
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Investing for Your Future

As the financial landscape has grown in complexity, we believe a flexible and tactical approach to investing is necessary to help reach your goals.
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Putting Your
Interests First

While there are many qualified financial advisors, only advisors held to a fiduciary standard are required to put your interests above all else.
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Featured Blog Posts

Snowbirds: Try Renting Before You Buy

by Sean M. Giles on May 23, 2016

As a Financial Advisor in New England for more than 10 years, I’ve met with quite a few clients looking for advice on a second home to escape our most unpopular season: winter. Usually the conversation starts with my client...

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Are you Reviewing Your Beneficiaries Frequently Enough?

by Megan M. Logee on May 16, 2016

This might seem like an easy question to answer but as our financial lives tend to be complex with many moving parts, remembering to update your beneficiaries when life events occur is sometimes not at the forefront of our minds. ...

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Lease or Buy: Which is best for you?

by Richard J. Anzelone, J.D. on May 12, 2016

It is that time of the year when the weather is nice and people think about buying a new car.  I’ve had a few friends lately tell me they were going car shopping and given what I do for a...

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TV Interview: Chrissy Canapari with Frank Coletta from WJAR/NBC 10: Don’t Skimp on Car Insurance

by Christine H. Canapari on May 5, 2016

Building on her April 4th blog, Chrissy Canapari spoke with WJAR’s Frank Coletta about coverage options and needs.  

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