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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

The Potentially Troublesome Issue With the Stock Market and the S&P 500

by Derek M. Amey on May 28, 2020

There is no perfect measure to say how the stock market in the US is performing. Every major index you see mentioned on the news has some pros and cons.  Typically, every nightly news report will mention the daily returns...

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Who is Right-The Markets or the Economic Data?

by Betsey A. Purinton, CFP® on May 26, 2020

So what gives with the markets? Let’s use the S&P 500. It was down 33.9% from its 2020 high on February 19th to its low on March 23rd (shortest bear market on record).  It then rebounded 31.9% until April 29th...

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The Novice and The Nerd: Episode 11

on April 29, 2020

Episode 011:  Unemployment, Oil and Expensive Market On this episode of the novice and the nerd, Is the market expensive? Just how high can unemployment go?  Was the price of oil really negative? Tune into this episode to hear Derek...

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What Could a Market Recovery Look Like?

by Betsey A. Purinton, CFP® on April 13, 2020

In hindsight, it appears surprisingly easy to shut down an economy - we just did it in a few short weeks.  I suspect it is much harder to open an economy back up again. What inspired so many Americans to...

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