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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

Trade War Worries

by Betsey A. Purinton, CFP® on May 20, 2019

We have been sitting tight on our portfolio asset allocation since the beginning of the trade war escalation this month. Does this mean we aren’t worried? For now, the answer is, “Yes, unless.” The outlook for US/China trade relations is...

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Tariffs, Explained

by Derek M. Amey on May 15, 2019

“Those who cannot remember the past are condemned to repeat it" -George Santayana, Famed philosopher and poet Last Friday President Trump announced he would hike tariffs on another $200 Billion of Chinese goods.  For months, the stock market seems to...

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Finding Value in Health Savings Accounts

by Kristina M. Mello, MBA on April 29, 2019

For most people, the rising cost of healthcare poses a major concern for lifestyle in retirement. It also makes the decision of when to retire that much more challenging, knowing this is an unavoidable yet sizeable expense. After the Affordable...

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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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