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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

Tariffs, Explained

by Derek M. Amey on May 15, 2019

“Those who cannot remember the past are condemned to repeat it" -George Santayana, Famed philosopher and poet Last Friday President Trump announced he would hike tariffs on another $200 Billion of Chinese goods.  For months, the stock market seems to...

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Finding Value in Health Savings Accounts

by Kristina M. Mello, MBA on April 29, 2019

For most people, the rising cost of healthcare poses a major concern for lifestyle in retirement. It also makes the decision of when to retire that much more challenging, knowing this is an unavoidable yet sizeable expense. After the Affordable...

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Latest Additions to StrategicPoint Services

by Betsey A. Purinton, CFP® on April 15, 2019

Several clients have asked if we are happy with our move to Fidelity Investments. Our response has been that we couldn’t be more pleased with the changes we have seen since we transitioned custodians nineteen months ago. Fidelity has more...

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5 Easy Things You Can Do Right Now to Clean Up Your Financial Home

by Sean M. Giles on April 8, 2019

We recently held our annual “ShredIt” event and invited our clients to bring in any old documents that needed shredding. It was our seventh annual event like this, and this year’s was just as well received. This event got me thinking...

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Introducing: Sustainable Investing Services

by Derek M. Amey on January 25, 2019

I started my career with StrategicPoint way back in 2001, and a lot has changed since then- both with the firm and personally. Back then I was working in client service and placing trades on behalf of the advisors. Personally,...

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