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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

Latest Additions to StrategicPoint Services

by Betsey A. Purinton, CFP® on April 15, 2019

Several clients have asked if we are happy with our move to Fidelity Investments. Our response has been that we couldn’t be more pleased with the changes we have seen since we transitioned custodians nineteen months ago. Fidelity has more...

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5 Easy Things You Can Do Right Now to Clean Up Your Financial Home

by Sean M. Giles on April 8, 2019

We recently held our annual “ShredIt” event and invited our clients to bring in any old documents that needed shredding. It was our seventh annual event like this, and this year’s was just as well received. This event got me thinking...

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2019 Market Update

by Betsey A. Purinton, CFP® on March 11, 2019

We thought we would bring you up to date on our outlook for the markets. While December unnerved many investors, the first quarter of 2019 brought renewed confidence. Q1 S&P 500 performance was the best in over 20 years. What...

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Introducing: Sustainable Investing Services

by Derek M. Amey on January 25, 2019

I started my career with StrategicPoint way back in 2001, and a lot has changed since then- both with the firm and personally. Back then I was working in client service and placing trades on behalf of the advisors. Personally,...

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