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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

Should I Pay Off my Mortgage Before I Retire?

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

Ideally everyone would reach retirement and not have an outstanding mortgage balance, but that is not always the case.  Some people choose to keep a mortgage for tax purposes, but often, due to any number of circumstances, retirement approaches and...

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Stock Play Accounts are Meant to be Fun

by Betsey A. Purinton, CFP® on July 5, 2017

There is still a bit of the 1990’s stock enthusiast in many investors. I see it in our clients who have unmanaged accounts (accounts we don’t advise on), that I sometimes call “play accounts.” These are often small trading accounts...

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Are You Promoting Financial Wellness Among Your Employees?

by Megan M. Logee on May 25, 2017

In a recent study conducted by PwC around employee financial wellness, 30% of employees surveyed reported that issues with their personal finances have led them to being distracted at work. Of the distracted workers, 46% say that they spend at...

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Surprise Risk

by Betsey A. Purinton, CFP® on May 8, 2017

When I am combing through our investment research I always look for defined market risks. I don’t want to miss anything. After all, risk matters a lot to our clients no matter what stage of life they are in. When...

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