Build your personal advisory board with integrated and customized solutions at Centerpoint Advisors, LLC. Centerpoint provides a range of investment management and wealth advisory services to individuals, families, small businesses, and non-profit institutions, helping clients to achieve financial clarity and comfort. We focus primarily on wealth accumulation, portfolio management, and financial planning, but also have trusted networks to coordinate tax and estate planning, ongoing bill pay services, insurance audits, and counseling, among other family office services. On average a person is faced with upwards of 12 financial decisions per day, ranging from whether to buy or lease a car to whether to rent or own a home. It is providing help with these day-to-day concerns that answers the question “why do I need an advisor?”. We are dedicated to providing our clients with the guidance and understanding needed to achieve financial independence and peace of mind in all aspects of their lives. With Centerpoint Advisors, you will receive comprehensive, transparent advice supported by sophisticated real-time investment management.
We are not bound to wealth management in the Boston area alone. Advanced digital capabilities and top of the line web based experiences allow us to effectively communicate locally, nationally, or internationally. Our strong commitment to individual service is at the very heart of what we do. Our clients receive the attention, communication, and transparency they deserve regardless of their location. They enjoy direct access to our entire team as we adhere to a collaborative relationship in all aspects of financial goal planning and strategic investment management. Our average client relationship is in excess of 25 years. The Centerpoint team also takes pride in NextGen financial coaching and inter-generational wealth transfer planning.
Principals Jennifer Wolfsberg, and John Wolfsberg collectively share over 50 years of experience in nearly every aspect of the investment field and bring a solid team approach to the Centerpoint practice. Together, they oversee all wealth management decisions including portfolio management, asset allocation, risk management, and goal development.
Centerpoint maintains an independent open investment platform, providing clients with a full range of investment options and allowing portfolio construction tailored to meet your specific needs. This also means you will always have complete transparency in all of your reporting and your fee structure. With Centerpoint you will also have the option to take advantage of aggregated reporting and document storage through the MyCenter portal. Furthermore, you will not have to worry about conflicts of interest with our independent model. Centerpoint Advisors, LLC is an independent registered investment advisor directly registered with and regulated by the Securities and Exchange Commission. Fidelity Investments provides clearing and custody services to Centerpoint Advisors.