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What Makes Us Different

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


Taking a Holistic

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

Destination Homes: Home Sales Have Gone the Way of the Wedding

by Betsey A. Purinton, CFP® on July 29, 2019

I found myself ranting in front of a client the other day (something I rarely do.). It was about the real estate market. Not how well (or poorly) the housing market was performing, but rather the toll the selling process...

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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. Over the last six and a half years gold prices have generally disappointed, with the exception being the last few months. However, the outlook...

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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...

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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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