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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 47: FTX and the 2023 Tax Landscape

on November 21, 2022

November 21, 2022 Derek and Laura discuss FTX bankruptcy and then changes to taxes and retirement savings for 2023!   Social: Follow us on Facebook Follow us on LinkedIn Follow Derek on Twitter Subscribe here: iTunes Google Play Stitcher Listen...

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The Novice and The Nerd, Episode 46: The Bond Market in 2022

on November 7, 2022

November 7, 2022 The bond market has had a rough year- Derek and Laura cover the basics of bond investing & why 2022 has been so challenging for bond investors.   Social: Follow us on Facebook Follow us on LinkedIn...

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The Novice and The Nerd, Episode 45: Breaking CDs and Potential Natural Gas Shortages

on October 24, 2022

October 24, 2022 Do you have CDs? Derek and Laura discuss why you may want to consider breaking them. Additionally, they talk about why all of us in New England might be sitting in the dark this winter, thanks to...

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When Will the Markets Go Back Up?

by Betsey A. Purinton, CFP® on October 17, 2022

What follows is a hypothetical conversation in response to the question, “When will the markets go back up?” “Are we there yet?” No. “Do you mean we aren’t at the bottom yet?” Quite possibly. “Or that we aren’t ready for...

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