Exciting News from Centerpoint Advisors

January 18, 2023:

The holiday season always seems to go by quicker than expected. The hustle and bustle of shopping, family visits, and professional deadlines put pressure on the pace of the day, all with the hope of getting a day or two of relaxation when the official celebrations arrive. The way 2023 has been going so far, and from our conversations with clients and colleagues, we can say the same busy pace has made its way into the new year. It is hard to believe that we are already mid-way through January with financial planning discussions already touching on tax planning and spring improvement projects.

On the note of improvement projects, we are excited to announce one of our own.

Starting this week, we will take our commitment to connection to the next level in creating an improved, comfortable, safe space for our clients to strengthen their relationship with wealth. 2023 marks a new and exciting chapter for Centerpoint Advisors as we expand our Needham office with a complete remodel of the Highland Avenue location.  The remodel will allow us to provide additional and enhanced meeting spaces, collaboration tools, and technology. Just as we are looking forward to providing a welcoming space for our clients, we are also looking forward to providing a comfortable and efficient workplace for our team.

Kindly note that for the safety of all visitors, we will be available for in-person meetings by appointment only, keeping much of our team working remotely during the construction phase. We will continue to offer seamless virtual meetings and will still be just as accessible via email and telephone.  We look forward to keeping you posted as the new space begins to take shape.