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.
Your dedicated team of financial professionals will help keep you on track as you encounter important financial hurdles throughout your life.
While there are many qualified financial advisors, only advisors held to a fiduciary standard are required to act in your best interest. Learn More
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.