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.

HolisticApproach_icon

Taking a Holistic
Approach

Our holistic approach integrates your investments with financial planning techniques to help guide you towards financial independence.
Learn More

OurPhilosophy_icon

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

FiduciaryDuty_icon

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

How the CARES Act Suspension of RMDs will Affect Your Taxes

by Kristina M. Mello, MBA on February 11, 2021

Many folks took advantage of the fact that required minimum distributions (RMDs) from qualified accounts were suspended in 2020 due to the CARES Act. Some people stopped their distribution ahead of time, while others received their distribution and then decided...

Read More

The Novice and The Nerd: Episode 19

on February 1, 2021

Episode 019: GameStop January 31, 2021 On this episode of the Novice and the Nerd, we talk about what exactly is going on with GameStop, what selling short means and how this one stock could be impacting the broader market....

Read More

2021 Market Outlook

by Betsey A. Purinton, CFP® on January 4, 2021

When my clients ask me for my 2021 Market Outlook, I gently laugh and say, “Well, let’s hope it is more accurate than last year’s.” On January 6, 2020 I noted that the upcoming year would likely be a “decent...

Read More

The Housing Market Is On Fire, Is It 2007 All Over Again?

by Derek M. Amey on December 14, 2020

One of the shining spots in the US economy right now is the housing market. Between seeing it firsthand in my own neighborhood and hearing the experiences of clients buying and selling homes, the housing market appears to be as...

Read More