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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

Be Prepared for Your First-Time Home Purchase

by Kristina M. Mello, MBA on September 14, 2020

Clients often ask me what one can do to best prepare for buying a house, especially for the first time. If you are considering making such a purchase, there are some things you can do to ensure you are best...

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The Novice and The Nerd: Episode 16

on September 4, 2020

Episode 016: Understanding Home Sales in times of Covid September 1, 2020 On this episode of the Novice and the Nerd, we’re discussing one of the bright spots during Covid: housing. We review the reported sales numbers and introduce you...

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A Tale of Two Bridges

by Betsey A. Purinton, CFP® on September 8, 2020

The question I get most often from clients is, “Why is the stock market doing so well when the economy is suffering?” For most of the summer, the stock market has been buoyant. According to Barron’s, equity investors are up...

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The Time Has Come to Scrap the RMD

by Derek M. Amey on August 24, 2020

Before we get to why I believe that we should finally put an end to the outdated and unnecessary Required Minimum Distribution (RMD) rule, it is important to see how we got here. In 1986, as the popularity of the...

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