Jennifer Wolfsberg, CDFA®, ABS
Co-Founder & Managing Principal
With over twenty years of experience in wealth management, Jennifer Wolfsberg has come to understand that true financial stewardship is not simply about numbers on a page—it is about people, families, and the legacies they hope to build. She believes that wealth carries meaning only when it is aligned with the values, aspirations, and unique circumstances of each family. For Jennifer, serving as an advisor is both a privilege and a responsibility: one that requires trust, perspective, and a collaborative spirit. Her mission is to guide clients with clarity, compassion, and insight, helping them make decisions that support not only financial growth but also long-term peace of mind
As Co-Founder and Managing Principal of Centerpoint Advisors, Jennifer works hand-in-hand with families across multiple generations, often alongside their attorneys, accountants, and other professionals, to design strategies that reflect both financial precision and personal vision. Her expertise spans relationship management, macro-level strategy design, complex securities transactions, qualified retirement plans, and comprehensive financial planning. What sets Jennifer apart is her ability to blend technical acumen with emotional intelligence—bridging the analytical with the personal to create enduring solutions for families and business owners alike.
Background
Jennifer’s career began at Harold C. Brown, one of Buffalo’s largest independent investment advisory firms, where she built a foundation in client-focused service. She went on to hold several roles in financial services that broadened her expertise before co-founding Centerpoint Advisors in 2006. A graduate of Stonehill College with a B.S. in Business Administration, Jennifer later completed a executive education certificate at Harvard Business School, further refining her leadership and strategic capabilities.
In addition to her client work, Jennifer has been a sought-after voice on topics of personal finance and wealth management, sharing her insights as a guest on Fox 25 Morning News and through various thought leadership platforms. She remains committed to continuous learning and to enriching the lives of the families she serves—helping them preserve, protect, and grow their wealth while staying true to the values that define them.
Working at Centerpoint
Jennifer has a solid background in all aspects of wealth management, and her daily activities at Centerpoint include portfolio and investment management, client advisor coordination and professional organization, and client financial education and relationship management. She is member of the firm’s Investment Committee and acts as the firm’s Chief Compliance Officer. With the average client relationship being over 25 years, she is dedicated and honored to be a part of so many clients’ everyday lives and play a part in the numerous financial and planning phases of their lives and that of their children.
Outside the Office
Jennifer enjoys exercising in group and individual training, creating her own recipes using Paleo-based cooking, and entertaining friends and family throughout the year. She and her husband Michael are avid scuba divers and golfers, and especially enjoy spending time with their daughter, Aziza. Locally they find great joy in supporting animal sanctuaries. Jennifer and Michael are also active supporters and contributors to The Children’s Room in Arlington, which is a non-profit organization providing grief support children and families that have experienced the unexpected loss of a loved one.
I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.