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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

TV Interview: Chrissy Canapari with Frank Coletta from WJAR/NBC 10: Don’t Skimp on Car Insurance

by Christine H. Canapari on May 5, 2016

Building on her April 4th blog, Chrissy Canapari spoke with WJAR’s Frank Coletta about coverage options and needs.  

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Do you own an Umbrella Insurance policy? Do you need one?

by Daniel R. Legault, CFP® on April 27, 2016

Most of us are familiar with our homeowner’s policy and our auto insurance policy. (For some great tips on car insurance I invite you to view my colleague Chrissy Canapari’s blog post). We typically pay the premiums monthly, and if...

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Simple Inspirations for Personal Savings and Investing

by Betsey A. Purinton, CFP® on April 26, 2016

StrategicPoint’s Women’s Planning Initiative is holding an evening gathering in May during which we will be discussing: The Anatomy of a Good Decision, including a look at what elements go into a worthwhile decision.  The topic is meant to be...

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