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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: Betsey Purinton with Frank Coletta from WJAR/Channel 10: Stock Play Accounts are Meant to be Fun

by Betsey A. Purinton, CFP® on August 11, 2017

Building on her July 5th blog, Betsey Purinton spoke with WJAR's Frank Coletta about advice for those thinking of opening stock “play” accounts.

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Parents of College Bound Kids: Finally Some Good News!

by Derek M. Amey on August 3, 2017

As the father of a newborn, saving for college is now a major financial goal for my household. After years of helping clients tackle the following questions, I’m doing it for my own family. There’s a lot to consider including:...

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TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Should I Pay Off my Mortgage Before I Retire?

by Christine H. Canapari, ChFC® on July 28, 2017

Building on her July 11th blog, Chrissy Canapari spoke with WJAR's Frank Coletta about some items to think about when making the decision to pay off your mortgage before you retire.    

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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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