Which financial milestone best describes you?
Help us customize your experience as you navigate our website.
You are viewing the site as .
Clear choice
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.
Learn More
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.
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.
Learn More