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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 Novice and The Nerd, Episode 35: Inflation & Capital Gains

on January 24, 2022

Episode 035: January 24, 2022 This episode covers a brief overview of capital gains taxes and how they affect investment properties, as well as a discussion on the Fed and the expectations for the pace of rate hikes in 2022...

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Rate Hikes and Mid-Terms on the Horizon, what do they mean for stock returns?

by Derek M. Amey on January 21, 2022

For the vast majority of 2022 we believe the markets will be waiting and responding to everything the Fed does and everything the Fed says. The working assumption has been that we will see 3-4 rate hikes in 2022. To...

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9 Things to Consider the First Year You Have to Take Your Required Minimum Distribution

by Derek M. Amey on January 18, 2022

As financial advisors, we’re used to all the nuances and choices that retirees face when it comes to when and how to take their Required Minimum Distribution (RMD). However, for those retirees turning 72 this year who have never dealt...

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2022 Market Outlook

by Betsey A. Purinton, CFP® on January 3, 2022

Looking for the return to normalcy in 2022? Expectations could be the key. 2021: the Economy, Americans, and the Markets During 2021 the economy continued its steep, rapid recovery from the deep, pandemic recession to an economy with close to...

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