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What Makes Us Different

StrategicPoint is an independent wealth manager, focused on financial planning and investments.


Taking a Holistic

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

Derek Amey on “Eye Openers” with Brittany Drozd

by Derek M. Amey on June 3, 2021

Recently StrategicPoint Partner and Senior Advisor, Derek Amey was interviewed by Brittany Drozd as part of her “Eye Openers” series where she interviews business owners from a wide variety of backgrounds. This informal interview allowed Derek to share more about...

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The Novice and The Nerd, Episode 23: Inflation Part 1

on June 1, 2021

Episode 023: Inflation Part 1 June 1, 2021 On this episode of the Novice and the Nerd we cover the basics of inflation, why everyone seems to be talking about it lately, and reasons it may not persist.   TheNoviceAndTheNerd...

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The Novice and The Nerd, Episode 24: Inflation Part 2

on June 3, 2021

Episode 024: Inflation Part 2 June 2, 2021 On this episode of the Novice and the Nerd we follow up with what inflation could mean for your investments. (Start here if you haven't yet listened to Inflation, Part 1)  ...

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Three Considerations to Help Women Achieve Financial Independence

by Kristina M. Mello, MBA on March 8, 2021

In honor of women’s history month, we acknowledge the many achievements and contributions women have made throughout the years, but we also recognize the unique challenges they face. From a financial perspective, women are faced with certain realities that shape...

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