Business Details
Your Trusted Partner for Comprehensive Financial Planning
StrategicPoint Investment Advisors is an independent wealth management firm dedicated to providing personalized financial planning and investment management services for individuals and families. With over 25 years of experience, our collaborative team approach combines extensive financial expertise with an empathetic understanding of money management to help clients navigate life's financial challenges. We specialize in retirement income planning, tax planning, college funding, generational wealth transfer, and insurance analysis while maintaining our fiduciary responsibility to act in clients' best interests.Our technology-backed process enables comprehensive decision-making through in-depth analysis of clients' goals, risk tolerance, and financial situations. We serve clients at various life stages, including those approaching retirement, juggling family goals, experiencing life-changing events, and living in retirement. Our fee structure emphasizes transparency, and our educational resources help clients stay informed about personal finance topics. As featured thought leaders, we provide insights through blogs, newsletters, and white papers to help clients make informed financial decisions.
Services
Investment Management
Retirement Income Planning
Tax Planning
College Funding
Wealth Transfer
Insurance Analysis
Highlights and features
- We are independent fiduciaries legally bound to act in your best interest
- Our collaborative team approach combines 25+ years of financial expertise
- We provide transparent fee structures for all advisory services
- We offer holistic financial planning addressing all aspects of wealth management
- Our technology-backed process enables data-driven, personalized investment strategies
Associations and certifications
- Registered Investment Advisor (RIA)
Services
Investment Management
Our investment management service creates customized portfolios aligned with your risk tolerance and financial goals. We conduct ongoing market analysis and portfolio rebalancing to maintain optimal asset allocation. Our fiduciary approach ensures all investment decisions prioritize your financial objectives while adapting to changing market conditions and life circumstances.
Retirement Income Planning
We develop comprehensive retirement plans that address income needs, Social Security optimization, and pension strategies. Our process includes cash flow analysis, tax-efficient withdrawal strategies, and healthcare cost projections. We help clients transition from accumulation to sustainable income generation while maintaining portfolio longevity through market cycles.
Tax Planning
Our tax planning service integrates with overall financial strategies to minimize tax liabilities. We analyze investment accounts, charitable giving, and estate planning implications to create tax-efficient solutions. The service includes ongoing tax law monitoring and implementation of strategies that align with clients' specific financial situations and long-term objectives.
College Funding
We help families create structured college savings plans using tax-advantaged vehicles like 529 plans. Our approach balances education funding goals with retirement savings priorities while maintaining portfolio growth potential. The service includes contribution planning, investment selection, and financial aid optimization strategies to maximize educational resources.
Generational Wealth Transfer
Our wealth transfer service focuses on creating efficient strategies for passing assets to beneficiaries or charities. We coordinate with legal professionals to implement estate planning tools that minimize tax burdens while aligning with clients' legacy goals. The service includes beneficiary designation reviews and charitable giving strategies that support both financial and philanthropic objectives.
People
Derek M. Amey
Managing Partner and CIO
With over 25 years in wealth management, Derek leads investment strategy and portfolio management. He specializes in creating personalized financial plans that address clients' unique needs while maintaining fiduciary responsibility.
Richard J. Anzelone
Managing Partner and CCO
A certified retirement planning counselor, Richard focuses on helping clients navigate complex financial decisions. He brings legal expertise and comprehensive planning experience to develop holistic wealth management solutions.
Questions
What services do you offer as financial advisors?
We provide investment management, retirement planning, tax optimization, college funding strategies, and estate planning services tailored to individual client needs.
Are you legally required to act in my best interest?
Yes, as registered investment advisors we operate as fiduciaries with a legal obligation to prioritize client interests in all financial recommendations.
How do you approach retirement planning?
We analyze your current financial situation, create cash flow projections, optimize Social Security benefits, and develop tax-efficient withdrawal strategies tailored to your retirement goals.
What makes your financial planning different?
Our collaborative approach combines technology-driven insights with personalized service, addressing all aspects of wealth management through a comprehensive, long-term perspective.
How are your advisory fees structured?
We maintain transparent fee structures with no hidden costs, offering clear explanations of all charges for investment management and financial planning services.
