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 54: Commercial Real Estate

on June 6, 2023

June 6, 2023 On this episode, Derek examines the current state of the commercial real estate market and how fears of changing work habits are large office buildings across the US. Social: Follow us on Facebook Follow us on LinkedIn...

Read More

The Novice and The Nerd, Episode 53: Used Cars and Maturing Leases

on May 30, 2023

May 30, 2023 On this episode, we discuss the Novice’s realization that her new, “used” car payment may be just a little more expensive than she was planning for.  Separately, Derek discusses how maturing 2020 leases may put owners in...

Read More

Refresher on I Bonds

by Derek M. Amey on May 4, 2023

This week the Treasury announced the new rate for I bonds, and if you haven’t heard the new rate is 4.3%, a drop from the previous 6.89% announced in November 2022. We thought in light of this announcement and the...

Read More