About Us
A Collaborative Partner with a Passion
for Client Success
OUR PURPOSE
You First.
StrategicPoint is an independent wealth management firm, focused on providing financial planning and
investment management for individuals and families. Our goal is, and always has been, to provide
personalized advice tailored to meet your needs while keeping your best interests top of mind.
OUR STORY
Guiding Our Clients for Over 25 Years
Our long-standing core values are built upon the goal of providing wealth management for individuals and families in all stages of life, with a wide range of goals and dreams. Our collaborative team culture combines years of extensive experience and broad financial expertise coupled with an empathetic approach to money management. We are passionate about providing the highest quality of service, and we work hard to maintain lasting relationships through the ups and the downs, and throughout all of life’s many milestones.
"Good, comprehensive financial planning sets you on an achievable path and helps you navigate life’s challenges around it. At StrategicPoint we are proud of the personalized, interactive approach we take in assisting clients to design, plan and ensure their futures."
Derek M. Amey, Managing Partner and CIO
"StrategicPoint helps people who are busy with their lives and who need guidance about how much to save, where to invest, and how to invest. We take the burden from you by managing your investments, guiding you through your financial life, and helping you plan for retirement, so you can focus on your career and family without worrying about the day-to-day fluctuations of the markets and your portfolio."
Richard J. Anzelone, J.D., CRPC™, Managing Partner and CCO
Holistic Planning For Optimal Results
Your financial life isn’t confined to your investments. Many of life’s decisions and
milestones demand financial attention…for this very reason, we take a holistic
approach as we help you plan and prepare for the future.
More about us
Understand Our
Fee Structure
Insights from StrategicPoint
Find Out How We Can Help You
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experience, learn more about how our process can help you.
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