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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

TV Interview: Derek Amey with Frank Coletta from WJAR/NBC 10: Career Change and Money Management

by Derek M. Amey on September 7, 2016

Building on his August 10th blog, Derek Amey spoke with WJAR's Frank Coletta about money management questions that can affect your career path.                

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When Your Investment Turns Bubbly

by Betsey A. Purinton, CFP® on September 6, 2016

Back in the fall of 2000, I suggested to my Mother that she pull back on her portfolio’s stock exposure. My mother was a competent do-it-your-selfer, relying on Value Line and annual company reports to come up with the list...

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Readying for Retirement: Items Women Need to Address Before Retiring

by Megan M. Logee on September 2, 2016

The decision to retire is not one that many women take lightly, nor should they.  There are extensive considerations that need to be addressed before embarking on this new chapter of life.  Women encounter many unique challenges when facing the...

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Career Change and Money Management: 3 Post-Recession Realities

by Derek M. Amey on August 10, 2016

I recently attended a going-away party for a family who is relocating to Florida—new job, new home, new state. Amidst all the excitement and well wishes, it started to dawn on me: a lot of people are switching jobs lately,...

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