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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 54: Commercial Real Estate

The Novice and The Nerd, Episode 54: Commercial Real Estate

 on June 6, 2023

June 6, 2023 On this episode, Derek examines the current state of the commercial real estate market and how fears of changing work habits are large office buildings across the US. Social: Follow us on Facebook Follow us on LinkedIn...

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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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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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