Guest Blog: CDFA Impact on Mediated Divorces June 26, 2024 Jennifer Wolfsberg and Olga Okaty of Centerpoint Advisors each hold the Certified Divorce Financial Analyst® (or “CDFA®”) designation. They have helped guide several clients through post-marital...
Estate Planning Steps and Reminders Estate planning is easy to overlook but incredibly important when designing your wealth and legacy strategy. While an estate attorney should be your primary resource on this topic, our team sees first-hand how these oversights...
Ashley Discusses Retirement Timing with MarketWatch August 24, 2022: Amid the pandemic a rising share of U.S. adults over the age of 55 entered retirement. Environmental stressors paired with professional pressures increased burnout rates, and made many...
Guest Blog: Guardianship Options for Adult Children June 13, 2022: In working with clients with many levels of complexity, planning for adult children with disabilities and impairments is a very real consideration for many families. We recently had the pleasure of...
Putting you at the very center.
Our strong commitment to individual service is at the very heart of what we do.
