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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

Are We Concerned Yet?

by Betsey A. Purinton, CFP® on February 26, 2020

We are getting a few questions from clients on the nature of the most recent stock market sell-off. We thought it would be a good opportunity to address these questions in our blog, so that all clients can hear our...

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Why the Stock Market Cares So Much About the Coronavirus

by Derek M. Amey on February 5, 2020

For the last few weeks, it feels like the stock market has been responding positively and negatively to every new piece of information around the coronavirus. This article is not meant to diminish the impact this disease has on human...

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Get the Checklist: Organizing Your Finances for the New Year

on December 19, 2019

New year, new budget! The holidays are over, the new year has arrived, and we’ve begun a new year to meet your financial goals. Don’t let unexpected expenses derail your plans for the new year. The start of a new...

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