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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

2019 Market Update

by Betsey A. Purinton, CFP® on March 11, 2019

We thought we would bring you up to date on our outlook for the markets. While December unnerved many investors, the beginning of 2019 brought renewed confidence. Since the beginning of March, however, equity markets have started to roll over....

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4 Ways to Spend Your Income Tax Refund

on March 5, 2019

For 2018, the IRS estimates that 70% of American taxpayers will receive a refund.  There are arguments both for and against having so much tax withheld from your paycheck or other income sources that you wind up getting a refund. ...

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Introducing: Sustainable Investing Services

by Derek M. Amey on January 25, 2019

I started my career with StrategicPoint way back in 2001, and a lot has changed since then- both with the firm and personally. Back then I was working in client service and placing trades on behalf of the advisors. Personally,...

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