Centerpoint Advisors

Centerpoint Advisors Our work and our client relationships are driven by a sense of integrity, with the goal of protectin Our average client relationship is in excess of 22 years.

Centerpoint Advisors, LLC provides a range of investment management and wealth advisory services to individuals, families, small businesses, and non-profit institutions. Our primary focus is on wealth accumulation, portfolio management, and financial planning. We are dedicated to providing our clients with the guidance and understanding needed to achieve financial independence and peace of mind. O

ur strong commitment to individual service is at the very heart of what we do. Our clients receive the attention, communication, and transparency they deserve. They enjoy direct access to our entire team as we adhere to a collaborative relationship in all aspects of financial goal planning and strategic investment management.

Address

175 Highland Avenue Ste 302
Needham, MA
02494

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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Our Story

Customized Services Build your personal advisory board with integrated and customized solutions at Centerpoint Advisors, LLC. Centerpoint provides a range of investment management and wealth advisory services to individuals, families, small businesses, and non-profit institutions, helping clients to achieve financial clarity and comfort. We focus primarily on wealth accumulation, portfolio management, and financial planning, but also have trusted networks to coordinate tax and estate planning, ongoing bill pay services, insurance audits, and counseling, among other family office services. On average a person is faced with upwards of 12 financial decisions per day, ranging from whether to buy or lease a car to whether to rent or own a home. It is providing help with these day-to-day concerns that answers the question "why do I need an advisor?". We are dedicated to providing our clients with the guidance and understanding needed to achieve financial independence and peace of mind in all aspects of their lives. With Centerpoint Advisors, you will receive comprehensive, transparent advice supported by sophisticated real-time investment management.

Meaningful Relationships We are not bound to wealth management in the Boston area alone. Advanced digital capabilities and top of the line web based experiences allow us to effectively communicate locally, nationally, or internationally. Our strong commitment to individual service is at the very heart of what we do. Our clients receive the attention, communication, and transparency they deserve regardless of their location. They enjoy direct access to our entire team as we adhere to a collaborative relationship in all aspects of financial goal planning and strategic investment management. Our average client relationship is in excess of 25 years. The Centerpoint team also takes pride in NextGen financial coaching and inter-generational wealth transfer planning.

Principals Jennifer Wolfsberg, and John Wolfsberg collectively share over 50 years of experience in nearly every aspect of the investment field and bring a solid team approach to the Centerpoint practice. Together, they oversee all wealth management decisions including portfolio management, asset allocation, risk management, and goal development.