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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

Uninsured and Underinsured Automobile Insurance: Why the Extra Coverage Matters

by Richard J. Anzelone, J.D. on August 19, 2016

I was at family camp recently and the topic of uninsured/underinsured coverage came up in conversation; in talking with other families, I was amazed at how little most people knew about their auto insurance policies. As the name suggests, this...

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Career Change and Money Management: 3 Post-Recession Realities

by Derek M. Amey on August 10, 2016

I recently attended a going-away party for a family who is relocating to Florida—new job, new home, new state. Amidst all the excitement and well wishes, it started to dawn on me: a lot of people are switching jobs lately,...

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TV Interview: Megan Logee with Frank Coletta from WJAR/NBC 10: Do you own company stock in your 401(k)?

by Megan M. Logee on August 5, 2016

Building on her July 5th blog, Megan Logee spoke with WJAR’s Frank Coletta about an option many have if you own your company’s stock in your 401k plan. Watch the video here

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