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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 29: Qualified Charitable Distributions

on October 4, 2021

Episode 029: October 4, 2021 Have you heard the acronym “QCD”? Derek explains what qualified charitable distributions are and describes how retirees could potentially lower their tax exposure by using these strategically. Resources Mentioned: The Novice and The Nerd Podcast...

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Restricted Stock Plans & The Impact of Your Choices

by Kristina M. Mello, MBA on June 30, 2021

Stock benefit plans come in a variety of flavors, each requiring thoughtful decision making along the way to maximize the benefits these types of plans can offer. In this blog we explore the challenges these types of plans can present...

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Why Evergrande is Worrying the Market

by Derek M. Amey on September 22, 2021

Monday's market meltdown was blamed on Evergrande, a real estate development company in China. Real estate growth in China has long been a hot button issue for investors. It’s been EIGHT YEARS since we saw 60 minutes do a piece...

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