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What Makes Us Different

StrategicPoint is an independent wealth manager, focused on financial planning and investments.


Taking a Holistic

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

If a Loved One Has Passed, Where Should You Begin?

by Megan M. Logee on April 3, 2017

The passing of a loved one is one of the most challenging and emotional times that we endure. Not only are you trying to cope with the overwhelming grief that follows, but there are also time sensitive financial obligations that...

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TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10: Don’t Forget Those Bonds!

by Betsey A. Purinton, CFP® on March 17, 2017

Building on her March 7th blog, Betsey Purinton spoke with WJAR's Frank Coletta about factors to consider when evaluating your bond holdings.  

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Leading a Fulfilling Retirement: Volunteering

by Daniel R. Legault, CFP® on March 13, 2017

Retirement means different things to different people. For the individual whose job included heavy travel all over the world, they might be looking forward to long days in their home. Maybe your career required no travel, so you are eager...

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Don’t Forget Those Bonds!

by Betsey A. Purinton, CFP® on March 7, 2017

It is easy to ignore bonds. Bonds don’t generate the same flashy headlines as stocks, (“DOW 21,000!!!”). Bonds also don’t swoon or shoot up the way stocks do. When was the last time you heard investors talk in near panic...

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