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StrategicPoint is an independent investment advisory firm that utilizes its years of experience and professional expertise to help clients achieve their financial goals.

We strive to provide peace of mind to our clients by proactively managing investment portfolios on a risk adjusted basis.

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Our Blog

Learning about Finance 

I often get asked, “What should I read and follow if I want to teach myself about investing?” You need a number of sources and a certain amount of time, but understanding finance doesn’t need to be all consuming.

Debt vs. Deficit:  What’s the difference?

There was news recently that the federal government paid down some of its debt for the first time since 2007. I guess you could argue this is good news: it’s better than not paying the debt down, but why it happened is equally as important.

   
Meet Our Team

"Integrity and due diligence are two core values that guide my wealth management advice. I believe financial success is dependent on listening to my clients’ concerns and applying expert knowledge to meet their needs."
Dan Legault, CFP®, Senior Financial Advisor

Find the StrategicPoint advisor that's right for you. Learn More

   

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  • For a personal financial evaluation
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The StrategicPoint Difference