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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

TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Should I Bank Online?

by Christine H. Canapari, ChFC® on September 7, 2018

Building on her August 17th blog, Chrissy Canapari spoke with WJAR’s Frank Coletta on Facebook Live to discuss items to consider when using online banking services. Her interview begins at the 3:30 mark.

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TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10: Spending Those 529 Savings for the First Time?

by Derek M. Amey on August 31, 2018

Building on his August 13th blog, Derek Amey spoke with WJAR’s Frank Coletta on Facebook Live to discuss tips on how to handle those first 529 plan distributions! Fast forward to the 7 minute mark to see his segment.  

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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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