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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 Bank Online?

by Christine H. Canapari, ChFC® on August 17, 2018

Emergency reserves are a vital part of every good financial plan.  Having extra savings that can be accessed to cover an unexpected expense enables you to avoid charging up credit cards and taking withdrawals from retirement savings.  So where should...

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Spending Those 529 Savings for the First Time? Tips for Parents of Freshmen Entering College

by Derek M. Amey on August 13, 2018

Much to the dismay of students across the US, for many of them the start of the school year is less than 30 days away. We spend a lot of time as advisors helping our clients determine the best way...

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StrategicPoint’s Megan M. Logee earns Chartered Financial Consultant® (ChFC®) designation and is promoted to Senior Financial Advisor.

on July 9, 2018

Providence, RI—(July 1, 2018) – StrategicPoint Investment Advisors (‘StrategicPoint’), a RIA based in Providence, RI, today announced the promotion of  Megan M. Logee, ChFC® to Senior Financial Advisor after earning the Chartered Financial Consultant® (ChFC®) professional designation from The American...

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Outlook for the Second Half of 2018

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

It shouldn’t be surprising that US stock indices were relatively flat the first half of the year. After all, 2017 brought a stellar, unexpected gift in the form of performance returns. As the year turned over, most investors were aware...

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