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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

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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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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Tips for Charitable Giving in Times of Crisis

by Christine H. Canapari, ChFC® on September 11, 2017

In 2016, over $390 billion was donated to charitable causes in the US.  Many people donate money and time to their favorite charities throughout the year.  Some choose to set up scheduled giving such as a monthly donation, while others...

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TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10: Parents of College Bound Kids: Finally Some Good News!

by Derek M. Amey on August 24, 2017

Building on his August 3rd blog, Derek Amey spoke with WJAR's Frank Coletta about some positive news about college tuition costs and why this trend may just be getting started.  

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