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Phone: 781.400.1748   Fax: 781.400.1749   Toll-Free: 888.213.4010


Goal-oriented.

Our primary focus is on wealth accumulation, asset management, and retirement planning.

With over 70 years of combined experience in nearly every aspect of the investment field, Centerpoint Advisors has the knowledge and skills to help you reach your goals.


Client-focused.

Our strong commitment to personalized service is at the very heart of what we do.

At Centerpoint Advisors, our clients receive the attention, communication, and transparency they deserve as we adhere to a collaborative relationship in all aspects of financial goal planning and investment management.


Results-driven.

We employ a dynamic asset allocation strategy consistent with the goals and objectives of each client, which may include equities, fixed income, and alternative investments.

Above all, the value we place on long-term investment discipline keeps us focused on our main objective: attempting to maximize our clients’ risk-adjusted returns.

Independent – Yet Connected.

As an independent firm, our clients’ interests are best served by allowing us to select from an open range of top-tier investment solutions rather than being constrained by proprietary products.

At the same time, we’ve built strong relationships with many other leading professional service providers, enabling us to provide clients with additional resources often found at larger institutions.

 

Centerpoint Advisors
provides a range of investment, wealth management, and financial planning services to individuals, families, businesses, and institutions.

Our work and our client relationships are driven by a sense of respect and integrity, with the goal of protecting clients and their trust above all.

  
WHAT’S NEW

Please Note: New Telephone & Fax Number
Effective September 3rd our telephone and fax
numbers will change as follows:
New Phone: 781.400.1748
New Fax: 781.400.1749

Protecting Yourself From Cyber Fraud
Centerpoint Advisors

Fixed Income Review Second Quarter 2014
John Wolfsberg, Director of Fixed Income/Principal

Intelligent Index Review Second Quarter 2014
Richard W. Greene, Managing Principal

Appearances by Centerpoint Advisors


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Jennifer Wolfsberg on FOX25 Evening News:
Taking Charge of Your Finances
During A Divorce

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Investment Advisory Services offered through Centerpoint Advisors, LLC. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® company.