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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

Outlook 2020: The Pause Effect

by Betsey A. Purinton, CFP® on January 3, 2020

Our 2020 Market Commentary was written before the killing of Iranian Maj. Gen. Qassim Suleimani. The military action does not change our outlook but does confirm the importance of geopolitical risk in our analysis. Financial Outlook 2020 Analysts generally agree...

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Planning for a Disabled Child

by Kristina M. Mello, MBA on December 23, 2019

Caring for a disabled child requires planning for the near term and the future but understanding the best strategies to utilize can be challenging, as the rules and regulations are often complex and confusing. Thankfully, there are tools available to...

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Get the Checklist: Organizing Your Finances for the New Year

on December 19, 2019

New year, new budget! The holidays are over, the new year has arrived, and we’ve begun a new year to meet your financial goals. Don’t let unexpected expenses derail your plans for the new year. The start of a new...

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