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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

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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Tips for Charitable Giving in Times of Crisis

by Christine H. Canapari, ChFC® on September 17, 2018

In 2016, over $390 billion was donated to charitable causes in the US.  Many people donate money and time to their favorite charities throughout the year.  Some choose to set up scheduled giving such as a monthly donation, while others...

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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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