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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 32: The Novice and The Nerd Podcast: Where Did All The Workers Go?

on November 15, 2021

Episode 032: November 15, 2021 Everywhere you look seems to have “help wanted” ads, so on this episode the Novice and The Nerd, we discuss where all the workers could be.   Social: Follow us on Facebook Follow us on...

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Why the Transition Away from LIBOR May Affect You

by Kristina M. Mello, MBA on October 22, 2021

So, what exactly is happening to LIBOR? For years there have been talks about one of the most widely used interest rate benchmarks being phased out and replaced. The plan is for LIBOR to be fully phased out by 2023,...

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The Novice and The Nerd, Episode 29: Qualified Charitable Distributions

on October 4, 2021

Episode 029: October 4, 2021 Have you heard the acronym “QCD”? Derek explains what qualified charitable distributions are and describes how retirees could potentially lower their tax exposure by using these strategically. Resources Mentioned: The Novice and The Nerd Podcast...

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