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What Makes Us Different

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


Taking a Holistic

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

Estate Planning Basics: The High Cost of Failure to Communicate

by Betsey A. Purinton, CFP® on October 13, 2016

When I am discussing money with clients, the elephant in the room is “inheritance.” For the generation above, this means how much they want to leave to heirs and how they want the assets divided.  For the generation below this...

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TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10: When Your Investment Turns Bubbly

by Betsey A. Purinton, CFP® on October 5, 2016

Building on her most recent blog, Betsey A. Purinton, CFP® spoke with WJAR's Frank Coletta about favorite investments falling out of favor.

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TV Interview: Dan Legault with Frank Coletta from WJAR/Channel 10: Self-Employed Retirement Savings Opportunities

by Daniel R. Legault, CFP® on September 30, 2016

Building on his most recent blog, Dan Legault spoke with WJAR's Frank Coletta about the potential that self-employed individuals have to save a lot more for retirement.   Watch the video here

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