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.
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.
Financial Planning Quarterly, September 2015:
Navigating Embedded Capital Gains
Olga P. Okaty, CFP®, Director of Financial Planning
Fixed Income Review Second Quarter 2015
John Wolfsberg, Managing Principal
Intelligent Index Review Second Quarter 2015
Richard W. Greene, Managing Principal Emeritus
Investing with Composure in Volatile Markets
J.P. Morgan Global Market Strategist James Liu, CFA
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Investment Advisory Services offered through Centerpoint Advisors, LLC. Fidelity Investments® provides clearing and custody services to Centerpoint Advisors, LLC.