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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

Three Big Events This Week That Could Shape 2023 Returns

by Derek M. Amey on January 30, 2023

In the modern mainstream media era where everything is “breaking news”, please don’t assume I’m falling prey to this same use of hyperbole just to get eyeballs. There really is a LOT of news this week that could “possibly” change...

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The Novice and The Nerd, Episode 49: The Debt Ceiling 2023

on January 30, 2023

January 30, 2023 With the US hitting the debt ceiling again in January 2023, Derek and Laura discuss its potential impact on markets and the economy.   Resources Mentioned: The Novice and The Nerd Podcast, Episode 30: Debt Ceiling Social:...

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The Novice and The Nerd, Episode 48: SECURE Act 2.0

on January 6, 2023

January 6, 2023 Derek and Laura drill into SECURE Act 2.0 to see how it impacts your retirement plan for topics like Required Minimum Distributions, ROTH IRA’s, company 401k matches and much more.   Resources Mentioned: The Novice and The...

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2023 Market Outlook

by Betsey A. Purinton, CFP® on January 3, 2023

“I don’t think anyone knows whether we’re going to have a recession or not, and if we do, whether it’s going to be a deep one or not. It is not knowable.” Jerome H. Powell, Chair of the Federal Reserve....

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