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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: Megan Logee with Frank Coletta from WJAR/Channel 10: Are Your Children Financially Prepared for What Comes After High School?

by Megan M. Logee on December 2, 2016

Building on her most recent blog, Megan Logee spoke with WJAR's Frank Coletta about some actions we can take to financially prepare our children for adulthood.  

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Are Your Children Financially Prepared for What Comes After High School?

by Megan M. Logee on November 21, 2016

In 2014, Rhode Island adopted the CEE’s National Standards for Financial Literacy as Rhode Island’s first ever statewide standards. While Rhode Island has taken steps towards improving financial literacy in our schools, there is still a large disconnect between where we...

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Post Election: Now What?

by Betsey A. Purinton, CFP® on November 9, 2016

While the nation is adjusting to this year’s unprecedented election, it is important to take the longer view. Every four years a substantial part of the electorate is devastated by election results while an equally large number of individuals are...

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TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Financial Items to Check Off Your List Before the End of the Year

by Christine H. Canapari, ChFC® on November 4, 2016

Building on her most recent blog, Chrissy Canapari, ChFC® spoke with WJAR's Frank Coletta about her top five areas that should be addressed before you ring in the new year.  

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