What Makes Us Different

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.

StrategicPoint Investment Advisors - About Us from StrategicPoint on Vimeo.

You Come First

StrategicPoint, as a Registered Investment Advisor, has a fiduciary duty to always put your financial interests above all else, even our own, and to disclose any conflicts. During the wealth management process, we develop strategies and make recommendations based solely on what is most advantageous for you.

In 2006, StrategicPoint became a founding partner of Focus Financial Partners, a company formed to bring together client-centered, registered investment advisors globally.

Realistic Strategies

StrategicPoint helps clients like you with investable assets between $250K and $5M achieve your financial goals by finding the intersection of what you want and what is financially possible. We do so by talking with you and—more importantly—listening to you. We then incorporate that information and utilize established wealth management strategies to assist you. Our goal is to create a process through which you can gain peace of mind and confidence in the firm with which you have chosen to work.

Dynamic Investment Management

StrategicPoint utilizes tactical asset allocation that relies on an ongoing comprehensive analysis of global economic and market conditions. We attempt to mitigate risk and maximize return for you.