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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

A Potential Silver Lining in the Reality of our Current Recession

by Derek M. Amey on April 3, 2020

One of the constant comments from market participants and the talking heads on TV is that the investing community has no historical experience to draw from on how this epidemic will affect the US economy, the global economy and, by...

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The CARES ACT – Three Important Provisions That Could Impact You

by Betsey A. Purinton, CFP® on March 30, 2020

The relief bill known as the CARES Act was signed into law on Friday, March 27, 2020. It is designed to serve as a bridge between the time the US economy decelerates in response to Covid-19 and the time the...

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Can a Recession Save us from the Coronavirus?

by Betsey A. Purinton, CFP® on March 16, 2020

The first change I noticed was early last week, before any state of emergency had been declared in Rhode Island, Massachusetts, or the US. Suddenly, my commute was far easier than usual. I hit every light and breezed into work....

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Why the Stock Market Cares So Much About the Coronavirus

by Derek M. Amey on February 5, 2020

For the last few weeks, it feels like the stock market has been responding positively and negatively to every new piece of information around the coronavirus. This article is not meant to diminish the impact this disease has on human...

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