A Collaborative Partner with a Passion
for Client Success
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.
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.
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.