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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

StrategicPoint’s Christine H. Canapari Earns Chartered Financial Consultant® (ChFC®) Designation and is Promoted to Senior Financial Advisor

by Christine H. Canapari, ChFC® on July 7, 2016

Providence, RI—(July 6, 2016) – StrategicPoint Investment Advisors (‘StrategicPoint’), a RIA based in Providence, RI, today announced the promotion of Christine H. Canapari, ChFC® to Senior Financial Advisor after earning the Chartered Financial Consultant® (ChFC®) professional designation from The American...

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Do you own company stock in your 401(k)?

by Megan M. Logee on July 5, 2016

One of my clients is retiring this year and we were discussing what to do with his 401(k) at our bi-annual meeting.   While typically most people either opt to leave their 401(k) as-is in their company plan or roll it...

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TV Interview: Betsey Purinton with Frank Coletta from WJAR/NBC 10: The Fallout from Brexit

by Betsey A. Purinton, CFP® on June 30, 2016

Building on her June 27th blog, Betsey A. Purinton, CFP® spoke with WJAR’s Frank Coletta about the potential financial repercussions of Brexit.

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