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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

The Novice and The Nerd, Episode 21: Gas Prices

on April 12, 2021

Episode 021: Gas Prices March 1, 2021 On this episode of the Novice and the Nerd we discuss who is really to blame for higher prices at the pump.   TheNoviceAndTheNerd · Gas Prices Resources Mentioned: The Novice and The...

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Inflation is Coming, Learn Why!

by Derek M. Amey on March 29, 2021

I’m writing this blog on the first day of Spring, thinking about how different our lives are now from a year ago. I’m painfully aware that many Americans are still struggling due to COVID and our thoughts and prayers go...

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Three Considerations to Help Women Achieve Financial Independence

by Kristina M. Mello, MBA on March 8, 2021

In honor of women’s history month, we acknowledge the many achievements and contributions women have made throughout the years, but we also recognize the unique challenges they face. From a financial perspective, women are faced with certain realities that shape...

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