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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

Bank Fallout

by Betsey A. Purinton, CFP® on March 13, 2023

Markets crave stability, especially when it comes to the banking system.  When confidence is questioned, volatility, confusion and panic can be the result. The current episode of bank failures will likely be no exception. Much depends on the effectiveness of...

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The Novice and The Nerd, Episode 50: Buybacks

on February 21, 2023

February 21, 2023 On this episode, Derek explains what stock buybacks are, why companies are issuing them, and why they can be so polarizing. Social: Follow us on Facebook Follow us on LinkedIn Follow Derek on Twitter Subscribe here: iTunes...

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The Novice and The Nerd, Episode 49: The Debt Ceiling 2023

on January 30, 2023

January 30, 2023 With the US hitting the debt ceiling again in January 2023, Derek and Laura discuss its potential impact on markets and the economy.   Resources Mentioned: The Novice and The Nerd Podcast, Episode 30: Debt Ceiling Social:...

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2023 Market Outlook

by Betsey A. Purinton, CFP® on January 3, 2023

“I don’t think anyone knows whether we’re going to have a recession or not, and if we do, whether it’s going to be a deep one or not. It is not knowable.” Jerome H. Powell, Chair of the Federal Reserve....

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