With you at the center of attention…
we champion your goals and needs, going outside the traditional advisory scope to bring you clarity and comfort.
We provide the proactive support, the investment insight and the caring connections to impact your life in meaningful ways.
About Us
Perspectives
Contact Us
Through Proactive Support, Investment insight and Caring Connections, we Strive Every Day to Impact Your Life in Meaningful Ways.
We understand not only financial planning and investments but also the value of making connections and contributions beyond the numbers. We lead with our relationship, engaging your interests with thoughtful understanding and focused advice designed to gain you invaluable time and to attain your lifelong goals.
We are a team of wealth and investment specialists…
…who understand not only planning and investing but also the value of making connections and contributions beyond the numbers.
Recent Articles
Guest Blog: CDFA Impact on Mediated Divorces
Guest Blog: CDFA Impact on Mediated Divorces June 26, 2024 Jennifer Wolfsberg and Olga Okaty of Centerpoint Advisors each hold the Certified Divorce Financial Analyst® (or "CDFA®") designation. They have helped guide several clients through post-marital planning both...
Estate Planning Steps and Reminders
Estate planning is easy to overlook but incredibly important when designing your wealth and legacy strategy. While an estate attorney should be your primary resource on this topic, our team sees first-hand how these oversights financially impact clients, thus wanted...
Basic Financial Considerations for College Applicants
If you or someone in your network is a parent of one of the over 18 million students headed off to begin or continue their undergraduate studies this fall, you may have a heightened interest in an important aspect that often arises during this time of year: financial...