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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

Should You Consider Refinancing Your Debt?

by Kristina M. Mello, MBA on May 15, 2018

As we are now experiencing a rising interest rate environment, it is imperative to take a close look at your debt obligations to determine if action should be taken. Many of us have enjoyed low interest rates on our debt...

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StrategicPoint Names Two New Partners

on May 10, 2018

PROVIDENCE, April 30, 2018 – StrategicPoint Investment Advisors, LLC, an independent Registered Investment Advisor, announced the promotion of Richard J. Anzelone and Derek M. Amey to Partners. With the addition of these two individuals, StrategicPoint’s leadership team now includes three...

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Three Things to Keep In Mind Before Deciding to Downsize

by Betsey A. Purinton, CFP® on April 24, 2018

If you’re nearing retirement, or settling in to your new retirement routine, chances are you’ve considered downsizing. Whether you’re looking to take advantage of mortgage savings, a warmer climate, or adding a second home, downsizing can be an integral part...

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4 Ways to Spend Your Income Tax Refund

by Christine H. Canapari, ChFC® on April 5, 2018

Each year about 8 out of 10 American taxpayers will receive a refund.  There are arguments both for and against having so much tax withheld from your paycheck or other income sources that you wind up getting a refund.  Some...

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