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...
June 26, 2018. By Ashley Agnew: On Tuesday, June 19th Jennifer participated in a panel sponsored by XPX New England at McLane Middleton in Woburn titled “Follow the Money: The Profitable Female Perspective”. She was chosen to participate in the panel due to her...
March 28, 2018. By Ashley Agnew: On Tuesday, March 27th Centerpoint sponsored an event alongside XPX New England and the Northeastern University Center for Family Business called “Finding the Right Advisors”. The panel addressed the concern that many private...
Putting you at the very center.
Our strong commitment to individual service is at the very heart of what we do.