August 22, 2019. By Olga Okaty: Every day roughly 10,000 people retire in the United States, and this number is steadily increasing year after year. Average census projections predict that by 2030 … More →
CUSTOMIZED INDIVIDUAL SOLUTIONS THAT PUT YOU AT THE VERY CENTER
Meet your personal board of advisors
PERSPECTIVES
Behind the Scenes: Investment Management
August 14, 2019. By Mark Barry: At Centerpoint Advisors, investment management is a core component of our business, and is the primary focus for myself and my colleague JD Wolfsberg. While it … More →
Ashley Agnew Moderates Crisis Communication Panel
August 1, 2019. By Ashley Agnew: As a firm we constantly search for new learning opportunities. This includes not only formal continuing education, but also learning from our peers in our own … More →
Behind the Scenes: Client Service and Reporting
July 25, 2019. By Courtney Summa: When someone asks me what my role entails at Centerpoint Advisors, my general response is that I work primarily on the reporting side of investment management, … More →