Which financial milestone best describes you?
Help us customize your experience as you navigate our website.

You are viewing the site as .

Clear choice

What Makes Us Different

StrategicPoint is an independent wealth manager, focused on financial planning and investments.

HolisticApproach_icon

Taking a Holistic
Approach

Our holistic approach integrates your investments with financial planning techniques to help guide you towards financial independence.
Learn More

OurPhilosophy_icon

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.
Learn More

FiduciaryDuty_icon

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.
Learn More

Featured Blog Posts

Changes to RMDs may be delayed, but more potentially impactful ones could be coming your way

by Derek M. Amey on November 15, 2019

Over the summer I wrote a blog about how the Senate and the House were independently working to change the timing of when retirees would need to start taking their Required Minimum Distributions (RMD). Over the last few weeks there’s...

Read More

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...

Read More

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...

Read More

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...

Read More