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Phone: 781.400.1748   Fax: 781.400.1749   Toll-Free: 888.213.4010


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.


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.


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 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.


Fixed Income Review Third Quarter 2015
John Wolfsberg, Managing Principal

Intelligent Index Review Third Quarter 2015
Richard W. Greene, Managing Principal Emeritus

Financial Planning Quarterly, September 2015:
Navigating Embedded Capital Gains

Olga P. Okaty, CFP®, Director of Financial Planning

Centerpoint Firm Update, Summer/Fall 2015

Investing with Composure in Volatile Markets
J.P. Morgan Global Market Strategist James Liu, CFA

Appearances by Centerpoint Advisors

Radio Entrepreneurs
Listen Now

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

Watch Interview

Market Update

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Investment Advisory Services offered through Centerpoint Advisors, LLC. Fidelity Investments® provides clearing and custody services to Centerpoint Advisors, LLC.