by newcente | Mar 26, 2021 | Ashley R. Agnew, Blog, Family Focus, Firm Events, In The News, Uncategorized, What's New
Centerpoint Welcomes New Team Members March 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...
by newcente | Feb 19, 2021 | Ashley R. Agnew, Blog, Business Planning, Firm Events, In The News, Uncategorized, What's New
Networking in a Virtual World February 19, 2021. By Ashley Agnew: While there is hope ahead for gatherings larger than our respective predisposed or chosen “bubbles”, there is still likely quite a way to go before we see in-person conferences or networking events take...
by newcente | Jan 29, 2021 | Ashley R. Agnew, Blog, Business Planning, Financial Planning, Firm Events, In The News, Jennifer Wolfsberg, Uncategorized, What's New
Featured Panel: When Advisors Collide January 28, 2020. By Ashley Agnew: A business transition is an emotional time for a business owner and tensions can run high while they navigate the many layers and demands of the process. With multiple advisors necessary to...
by newcente | Dec 22, 2020 | Ashley R. Agnew, Blog, Firm Events, In The News, Uncategorized, What's New
Coming Together and Looking Ahead December 22, 2020, By Ashley Agnew: It’s official- it is the end of 2020. With just a days left, the grit of our communities has certainly been put to the test. As we look around at our clients, colleagues, and families, we...
by newcente | Nov 25, 2020 | Blog, Family Focus, Firm Events, Uncategorized, What's New
Happy Thanksgiving and Holiday Hours November 25, 2020: We wish you and your families a very Happy Thanksgiving, and while we know you may be spending it in smaller gatherings or perhaps alone, we hope you will be able to find time with peace and gratitude to reflect...
by newcente | Jul 2, 2020 | Blog, Firm Events, In The News, What's New
Kindly note that we will be following the market schedule in observance of the holiday, and our office will be closed at 4:00pm on Thursday, July 2nd and for the full day on Friday, July 3rd. We will resume normal business hours on July 6th. We wish everyone a safe...
