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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

Has Gold’s Time Come Again?

by Betsey A. Purinton, CFP® on July 9, 2019

The last time we owned a dedicated position of gold in our portfolios was early 2013. Since then, gold prices have generally disappointed, with the metal priced today at roughly the same level as September 2013.  However, the outlook for...

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Finding Value in Health Savings Accounts

by Kristina M. Mello, MBA on April 29, 2019

For most people, the rising cost of healthcare poses a major concern for lifestyle in retirement. It also makes the decision of when to retire that much more challenging, knowing this is an unavoidable yet sizeable expense. After the Affordable...

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Are you confused about the Required Minimum Distribution at age 70 ½? Changes may be coming!

by Derek M. Amey on June 6, 2019

On May 23rd the House of Representatives passed a bill “Setting Every Community Up for Retirement Enhancement” or SECURE for short. While the name is a little zany, this bill would make some of the biggest changes to retirement policy...

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