StrategicPoint is a unique wealth management firm, focused on building long-term relationships with individuals and families. Our goal is—and always has been—to provide personally tailored advice, while keeping your best interests our number one priority.
Your dedicated team of financial professionals will help keep you on track as you encounter important financial hurdles throughout your life.
While there are many qualified financial advisors, only advisors held to a fiduciary standard are required to put your interests above all else. Learn More
Our Work in the Community
At StrategicPoint, we encourage our employees’ efforts to give back through company-sponsored and individual volunteer activities. We also help support several organizations through corporate donations and sponsorships.