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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

The Novice and The Nerd, Episode 41: iBonds, Bitcoin in Your 401(k), and SECURE Act 2.0

on May 16, 2022

May 16, 2022 Have you been hearing about “government bonds” offering a higher return lately? Derek explains what iBonds are and what investing in them looks like. We also discuss Bitcoin potentially being offered in 401(k) plans and an update...

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The Novice and The Nerd, Episode 40: The Fed, The Markets and The Economy, Oh My!

on May 6, 2022

May 6, 2022 After the Fed raised rates by 0.5%, Derek and Laura discuss the recent market moves, and our nerd explains the lack of control investors can have in both the stock and bond markets.   Resources Mentioned: FRED...

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What’s Up With Current Market Volatility?

by Betsey A. Purinton, CFP® on May 2, 2022

We are amid one of those nasty pullbacks, and this time there is no place for an investor to hide. April ended with the S&P 500 and the All World Country Index Ex US down 13% year to date, while...

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The Novice and The Nerd, Episode 38: Women and Financial Planning

on March 17, 2022

Episode 038: March 15, 2022 In this episode, Laura and (guest “nerd”) Kristina Mello use the timing of Women’s History Month to focus on the unique financial challenges women can face, along with highlighting the importance of financial planning.  ...

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