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About Us

Our Story Begins With You

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 Team

Your dedicated team of financial professionals will help keep you on track as you encounter important financial hurdles throughout your life.

What Makes Us Different?


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 act in your best interest.
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Our Work in the Community

At StrategicPoint, we encourage our employees’ efforts to give back through company-sponsored and individual volunteer activities. We also help support several organizations through corporate donations and sponsorships.

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