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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

The Unpredictable Nature of Investor Psychology

by Betsey A. Purinton, CFP® on October 28, 2019

One of the standard topics at our meetings with clients is our market outlook. Recently I have noticed that clients are more attentive than usual to what we say. I attribute this to all the noisy headlines that do more...

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Life Insurance Considerations

by Kristina M. Mello, MBA on October 7, 2019

Whether you are starting a family or nearing retirement, there are considerations to be made as to your need for life insurance. Many people don’t think they need it, and if they think they might, they don’t necessarily know how...

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The Top 5 Cybersecurity Questions You Should Ask Your Financial Advisor

by Richard J. Anzelone, J.D. on June 24, 2019

Cybersecurity in the News Many of us have become aware of serious data breaches over the last several years involving big companies such as Target, Yahoo, Marriot and Equifax. These data breaches affected hundreds of millions of people around the...

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Are you confused about the Required Minimum Distribution at age 70 ½? Changes may be coming!

by Derek M. Amey on June 6, 2019

On May 23rd the House of Representatives passed a bill “Setting Every Community Up for Retirement Enhancement” or SECURE for short. While the name is a little zany, this bill would make some of the biggest changes to retirement policy...

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