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. 

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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

IRS Issues Warning About Email Scam

IRS Issues Warning About Email Scam

IRA Issues Warning About Email ScamApril 6, 2021. By Matthew Okaty: As you may be aware, a wide scale impersonation email scam has been brought to the attention of the IRS. The scam is targeted toward the staff and students within academic systems; mainly those with...

Centerpoint Office Holiday Hours for Good Friday

Centerpoint Office Holiday Hours for Good Friday

Holiday Hours for Good FridayApril 1, 2021: We wish you and your families a very happy long weekend, and would like to inform our clients that our office will be closed on Friday, April 2nd in line with the market closing for the holiday, and will have limited access...

The Team at Centerpoint is Growing

The Team at Centerpoint is Growing

Centerpoint Welcomes New Team MembersMarch 26, 2021, By Ashley Agnew: Centerpoint is happy to announce that our team is growing in more ways than one. We are excited to be bringing a new Client Operations associate onboard this month, and welcome Taylor Persechini to...

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