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

The Novice and The Nerd: Episode 17

on November 24, 2020

Episode 017: Modern Monetary Theory November 24, 2020 On this episode of the Novice and the Nerd, Derek explains MMT (Modern Monetary Theory) and how it could be applied to another potential economic shutdown.   TheNoviceAndTheNerd · Modern Monetary Theory...

Read More

Market Optimism

by Betsey A. Purinton, CFP® on November 9, 2020

Our investment committee went into the election feeling quite positive about the equity markets for 2021. The outlook looked constructive whether the election produced a blue/red wave or divided government. As of this writing, the country is likely to end...

Read More

Has the Federal Reserve done enough? Will we see negative interest rates?

by Derek M. Amey on October 1, 2020

Before COVID hit, a few family members and I were competing in our own version of Biggest Loser, trying to see who could lose the most weight over a set period of time. For the month of January, besides trying...

Read More