What Makes Us Different

StrategicPoint is one of southern New England's independent Investment Advisory firms, using its years of experience to help clients achieve their financial goals.

We provide peace of mind to our clients by proactively managing investment portfolios on a risk-adjusted basis.

You Come First

It seems strange to consider that unless a financial services firm is registered as a Registered Investment Advisor (RIA), it is not legally required to act in the best interest of its clients.

StrategicPoint, as an RIA, has a fiduciary duty to always put your financial interests above all else—even our own and to disclose any conflicts.  At every step of the wealth management process, we develop strategies and clearly articulate recommendations based solely on what is most advantageous for you.

In addition, in 2006, StrategicPoint became a founding partner of Focus Financial Partners, a company formed to bring together client-centered, registered investment advisors globally.

Realistic Strategies

StrategicPoint helps clients like you with investable assets between $250K and $5M achieve your financial goals by finding the intersection of what you want and what is financially possible. We do so by talking with you and—more importantly—listening to you. We then incorporate that information and utilize wealth management strategies based on experience, not on theoretical, cookie-cutter ideas. Our goal is to create a process through which you can gain peace of mind and confidence in the firm with which you have chosen to work.

Dynamic Financial Management

StrategicPoint utilizes a dynamic financial management model that relies on a daily comprehensive analysis of global economic and market conditions. We attempt to mitigate risk and maximize return for you based on your specific risk tolerance.