Which financial milestone best describes you?
Help us customize your experience as you navigate our website.

You are viewing the site as .

Clear choice

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.
Learn More


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.
Learn More


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.
Learn More

Featured Blog Posts

Three Things to Keep In Mind Before Deciding to Downsize

by Betsey A. Purinton, CFP® on April 24, 2018

If you’re nearing retirement, or settling in to your new retirement routine, chances are you’ve considered downsizing. Whether you’re looking to take advantage of mortgage savings, a warmer climate, or adding a second home, downsizing can be an integral part...

Read More

4 Ways to Spend Your Income Tax Refund

by Christine H. Canapari, ChFC® on April 5, 2018

Each year about 8 out of 10 American taxpayers will receive a refund.  There are arguments both for and against having so much tax withheld from your paycheck or other income sources that you wind up getting a refund.  Some...

Read More

The Stock Market’s Balancing Act

by Betsey A. Purinton, CFP® on March 26, 2018

Investing is a delicate balancing act, weighing the good news against the bad. Fortunately, for most of the last year and a half, we didn’t hear a lot of really damaging news. Unfortunately, that has changed recently and escalated this...

Read More

Have You Completed Your “What If” List?

by Megan M. Logee on March 6, 2018

As we are now in the full swing of tax season and you are likely gathering all the relevant documentation needed, there might be an additional item to add to your checklist of to do’s: your asset inventory, or as...

Read More