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How We Are Different

We provide comprehensive financial services with an emphasis on the client relationship. Our role is to serve and educate our clients so we can create long term financial strategies that produce results.

In our experience, most people have a number of professional advisors and make micro decisions that do not seem to maximize their potential. Our approach is more comprehensive. By coordinating all of these advisors, we can work together to reduce inefficiencies in the clients’ worlds and instill confidence in each decision they choose. For most of you, we will be the Financial Strategist or “Personal CFO” at the center of your other advisors. For others, we will be a part of your advisory team.

Our Philosophy

Our Philosophy

Centerpoint Associates provides comprehensive financial services with an emphasis on the client relationship. Our role is to serve and educate our clients so we can create long term financial strategies that produce results.

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Core Expertise

Core Expertise

Our primary focus is to treat each of our clients as if they were our own family. We understand each person comes from a different financial background. Many are seeking guidance to help them understand “how money really works”. 

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Client Experience

Client Experience

The first step in reaching your goals is to have a solid strategy of how to achieve them. We will help you understand your current position, identify strengths and weaknesses, and implement realistic strategies that enable you to see positive changes year after year.

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IT MAY BE TIME TO TAKE A FRESH LOOK AT YOUR MONEY STRATEGIES

What if you could work with a professional who took a completely different approach to money management? Who used revolutionary web technology to help you with budgeting, protecting what’s important, and achieving financial success? What would that mean to you, your family, your business?

Watch this 3 minute video to learn how we can work together to help you achieve Financial Balance.

<strong>We Believe</strong>

We Believe

  • Short term economic events should not affect your long term retirement strategy
  • Clarity on your cash flow is a major factor in determining how financially successful you will be in the future.
  • Offering low-cost, globally diversified portfolios, which remain fully invested over time, will yield the best returns.
  • We can’t control the stock market or tax laws. We can only control how we respond to them
  • Open and honest communication is the core of our relationship.
  • Focusing on long term results rather than looking for a “quick fix” is in the best interest of our client.
  • Our main interest is not only taking care of our clients’ money but taking care of our clients.

Download Our Don’t Panic Ebook!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.