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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

Derek Amey on “State of the State” with Richard August

by Derek M. Amey on July 23, 2021

Recently StrategicPoint Partner and Senior Advisor, Derek Amey was interviewed by Richard August on "State of the State", a public access television show produced in Rhode Island. Derek's latest blog post and podcast focusing on inflation prompted Mr. August to...

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The Novice and The Nerd, Episode 26: Child Tax Credits, Why Companies Go Public & AMC Stock

on July 19, 2021

Episode 026: Child Tax Credits, Why Companies Go Public & AMC Stock July 19, 2021 On this episode of the Novice and the Nerd, we discuss the child tax credit changes, explain why companies decide to go public, and look...

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Restricted Stock Plans & The Impact of Your Choices

by Kristina M. Mello, MBA on June 30, 2021

Stock benefit plans come in a variety of flavors, each requiring thoughtful decision making along the way to maximize the benefits these types of plans can offer. In this blog we explore the challenges these types of plans can present...

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