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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

Market Turbulence

by Betsey A. Purinton, CFP® on October 29, 2018

One factor of the October rout in the stock market has been rising interest rates.  The market has concerns that the Federal Reserve could eventually overshoot (raise interest rates too high) and stifle economic growth. While an overshoot seems unlikely...

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Charitable Giving: Exploring Donor Advised Funds

by Kristina M. Mello, MBA on October 25, 2018

Following the passage of the Tax Cuts and Jobs Act (“TCJA”) last year, and the increase in the standard deduction that came with it, there’s a lot of industry discussion about the impact that this may have on charitable giving....

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Struggling to Save for Retirement While Paying Off Your Student Loans? How One Company’s Novel Approach May Set the Standard for the Future.

by Derek M. Amey on September 20, 2018

Over the summer there was an interesting IRS ruling that was spurred by a single company trying to provide a unique perk to their employees.  Record low unemployment has resulted in a challenge for companies to find and keep qualified...

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Spending Those 529 Savings for the First Time? Tips for Parents of Freshmen Entering College

by Derek M. Amey on August 13, 2018

Much to the dismay of students across the US, for many of them the start of the school year is less than 30 days away. We spend a lot of time as advisors helping our clients determine the best way...

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