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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

Where’s my 1099? {The 2016 edition}

by Derek M. Amey on February 8, 2016

Every year I write a blog about 1099s and why investors should expect their 1099s to arrive in late February. I thought now would be a good time to republish this blog, because most of the information is still accurate....

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The Return of Qualified Charitable Distributions

by Christine H. Canapari on February 4, 2016

I love a good comeback, so I was especially pleased to learn that Congress brought back qualified charitable distributions in 2015.  A qualified charitable distribution (QCD) is a donation made directly from your IRA to a charity when you have...

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Talking you off the Ledge

by Betsey A. Purinton, CFP® on February 1, 2016

January was an exceptionally rocky month for stocks. But our clients have been remarkably quiet, calling us infrequently about the markets. Have we done an extremely good job of educating them not to panic? Or have they just come to...

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