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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 53: Used Cars and Maturing Leases

The Novice and The Nerd, Episode 53: Used Cars and Maturing Leases

 on May 30, 2023

May 30, 2023 On this episode, we discuss the Novice’s realization that her new, “used” car payment may be just a little more expensive than she was planning for.  Separately, Derek discusses how maturing 2020 leases may put owners in...

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The Novice and The Nerd, Episode 52: Current State of the US Housing Market

The Novice and The Nerd, Episode 52: Current State of the US Housing Market

 on May 12, 2023

May 12, 2023 On this episode of the Novice and the Nerd, Derek and Laura discuss the current state of the housing market and the dramatic differences Derek sees between now and 2008.   Social: Follow us on Facebook Follow...

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Refresher on I Bonds

Refresher on I Bonds

 by Derek M. Amey on May 4, 2023

This week the Treasury announced the new rate for I bonds, and if you haven’t heard the new rate is 4.3%, a drop from the previous 6.89% announced in November 2022. We thought in light of this announcement and the...

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Debt Ceiling Limit

Debt Ceiling Limit

 by Betsey A. Purinton, CFP® on May 1, 2023

The U.S Department of the Treasury defines the debt limit as “the total amount of money that the United States government is authorized to borrow to meet its existing legal obligations, including Social Security and Medicare benefits, military salaries, interest...

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