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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

Top 3 Considerations When Selecting a 529 Plan

by Christine H. Canapari, ChFC® on November 13, 2017

If you are saving for college for your children, a 529 college savings plan is one of the best vehicles to utilize.  A 529 plan is a tax-deferred account that allows you to save money and invest it for future...

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TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10: Financial News or Financial Entertainment? There is a big difference.

by Derek M. Amey on November 2, 2017

Building on his October 5th blog, Derek Amey spoke with WJAR's Frank Coletta on Facebook Live to discuss the latest financial headlines and why they may not be as scary as you think. Fast Forward to the 10 minute mark...

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Financial News or Financial Entertainment? There is a big difference.

by Derek M. Amey on October 5, 2017

Last week famed investor Jim Rogers received a ton of press around his latest call that “The Worst Financial Crash You Have Ever Seen Is Coming”!!! I’m loathe to give him any more attention, but I do believe in full...

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TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Tips for Charitable Giving in Times of Crisis

by Christine H. Canapari, ChFC® on September 15, 2017

Building on her September 11th blog, Chrissy Canapari spoke with WJAR's Frank Coletta about things to consider when making your charitable donations.  

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Equifax: Are Monitoring, Alerts and Freezes Enough?

by Betsey A. Purinton, CFP® on September 18, 2017

Like most people, my credit cards have periodically been stolen, and subsequently replaced by my credit card companies. A vendor for my health insurance company was also hacked, entitling me to free Identity Theft Monitoring. I have felt lucky that...

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