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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

Financial Planning for Blended Families

by Christine H. Canapari, ChFC® on February 21, 2017

blend·ed fam·i·ly noun NORTH AMERICA a family consisting of a couple and their children from this and all previous relationships.   The joining of two families can be an exciting time but also a time when you will be faced...

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TV Interview: Sean Giles with Frank Coletta from WJAR/Channel 10: An Eight Year Car Loan? Don’t Do It!

by Sean M. Giles on February 17, 2017

Building on his February 10th blog, Sean Giles spoke with WJAR's Frank Coletta about what you should consider when thinking about signing a long term car loan.    

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An Eight Year Car Loan? Don’t Do It!

by Sean M. Giles on February 10, 2017

A while ago I came across a headline that read “Eight Year Car Loans”. What? Ok, I thought I’ve seen it all when it comes to getting someone to buy a car, but this one seemed almost impossible. Is it...

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Month One, 2017

by Betsey A. Purinton, CFP® on February 6, 2017

It was so clear, right? Trifecta. We were headed for tax reform, infrastructure spending and deregulation. The economy was about to take off, replete with a rising dollar and budding inflation. At least that was the popular story at the...

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