The CenterPoint

belief system

As financial planners, our professionals help our clients define and pursue their unique, long-term financial goals by getting to know you as well as we know our business. We believe the ability to understand you is as important to your success as the skill and experience of our team.

At the heart of CenterPoint Financial is a belief system that embodies the culture of our firm and the service our professionals offer. The following are core tenets of this philosophy:

Our Select Clientele:

We work with a select group of clients who have a similar mindset pertaining to wealth management. These individuals and families appreciate our systematic approach to pursue their long-term goals, which implements tailored financial strategies.

Client Service:

We believe in providing a superior customer service experience that offers state of the art communication, education, consultation and tracking to ensure we aid our clients in navigating an increasingly complex financial world.

Investment Management:

We follow a disciplined investment process that is carefully crafted to reflect the individual needs, characteristics, requirements and goals of each client. We believe a systematic approach over the long haul, coupled with psychological discipline, provides the best possible chance of reaching the desired outcome.

There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of principal.

Collaboration & Teamwork:

We believe gaining an understanding of your entire financial picture is essential to provide a comprehensive financial strategy. Collaboration with your professional team (such as your CPA, estate planning attorney or insurance agent) will help ensure all members are working toward the same objectives.

Financial Planning:

We believe in listening closely to what our clients want and discovering what’s most important to you prior to implementing a plan. We will then guide you through a step-by-step strategy for achieving your goals. With this goals-based approach, we seek to provide you with direction and clarity as you move through each of life’s transitions.