JD Wolfsberg Volunteers at A Night to Shine

JD Wolfsberg Volunteers at A Night to Shine

February 15, 2018. By JD Wolfsberg: The Night to Shine is a banquet-style event put on by the Tim Tebow Foundation to celebrate those with special needs. On February 9th, 537 churches around the world participated in the event by putting on a dance for individuals...
Ashley Agnew Volunteers at Bryant’s IDEA Program

Ashley Agnew Volunteers at Bryant’s IDEA Program

January 25, 2018. By Ashley Agnew: As part of our Year of Giving charitable initiative, I chose to spend volunteer hours at my MBA Alma Mater, Bryant University, helping with their IDEA program.  The IDEA program, which stands for Innovation and Design Experience for...
Centerpoint Working Remotely on January 4th

Centerpoint Working Remotely on January 4th

January 3, 2018. By R. Anthony Norris: Due to inclement weather and for the safety of our team and clients, we will be working remotely tomorrow, Thursday, January 4th.  Although we will not be present in our office, you may still reach us by calling our regular...
Happy New Year and Holiday Hours

Happy New Year and Holiday Hours

December 29, 2017. By John Wolfsberg: As we close out 2017, we want to thank our clients, colleagues, and friends of the firm for a wonderful year. With the help of so many we continue to grow our valued relationships and expand our services with the goal of providing...
Charitable Initiative: A Year of Giving

Charitable Initiative: A Year of Giving

December 20, 2017. By Ashley Agnew: At the end of each year, we coordinate a charitable initiative to support a cause that is important to us as a firm.  Throughout the holiday season, we raise awareness and support for that singular charity via our communication...
Helping Service Members Navigate Financial Planning

Helping Service Members Navigate Financial Planning

November 9, 2017. By Jennifer Wolfsberg: Veterans Day is a reminder to reflect upon and thank those who have so bravely served our country.  With past and present service members in our own firm and families, the holiday carries both feelings of pride and respect in...