Which financial milestone best describes you?
Help us customize your experience as you navigate our website.

You are viewing the site as .

Clear choice

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.
Learn More


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.
Learn More


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.
Learn More

Featured Blog Posts

COVID-19 is Advancing Greater Interest in ESG Investing

by Betsey A. Purinton, CFP® on July 20, 2020

If you are a supporter of ESG investing (combining traditional investing with environmental, social and governance related issues), then COVID-19 may have a silver lining for you. ESG investing has been playing an outsized role in investment decisions since the...

Read More

States Are Reopening, Are Consumers Starting to Spend?

by Derek M. Amey on June 18, 2020

You will often hear, “so goes the consumer, so goes the United States economy.” This is a phenomenon that has grown during my lifetime, as we shifted away from a manufacturing economy to a more service-based economy. Look below at...

Read More

The Novice and The Nerd: Episode 13

on June 10, 2020

Episode 013: Budgeting and Home Projects June 10, 2020 On this episode of the Novice and The Nerd, we discuss the importance of setting a budget, as well as some home projects many may be considering while home for the...

Read More

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...

Read More