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What Makes Us Different


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

Attention Business owners: When is it time to stop using a SIMPLE IRA Plan, and open a 401k?

by Derek M. Amey on November 30, 2015

There comes a time in all of our lives, when we realize we have to grow up. My wife and I are starting to plan for a family, and the days seem to be numbered for my beloved 2003 Jeep...

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Women and Empowerment

by Christine H. Canapari on November 23, 2015

Last week StrategicPoint hosted an event for our female clients and some of their guests with the theme of empowerment.  We defined what empowerment meant to each of us, how we become empowered ourselves and how we help to empower...

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TV Interview: Betsey Purinton with Frank Coletta from WJAR/NBC 10: Volatility – When to be Nervous and When to be Calm

by Betsey A. Purinton, CFP® on November 19, 2015

Building on her November 9th blog, Betsey A. Purinton, CFP® spoke with WJAR’s Frank Coletta about when volatility is normal and when it can be concerning.  

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