Centerpoint Advisors, LLC

Centerpoint Advisors, LLC is an SEC registered investment adviser specializing in investment and wealth management services, including wealth accumulation, asset allocation, retirement planning, and financial planning. The firm was established in July 2011 and is operated by principals Jennifer M. Wolfsberg and John E. Wolfsberg. As of December 31, 2024, Centerpoint manages approximately $687,679,354.39 in client assets, with about $668,903,744.24 managed on a discretionary basis. Clients can engage Centerpoint for discretionary or non-discretionary asset management, family office services, and consulting. The firm primarily allocates client assets among ETFs, mutual funds, and individual securities based on client objectives. Centerpoint may also utilize third-party money managers for separately managed accounts. The firm conducts fundamental and technical analysis for investment decisions and offers a range of investment strategies, including fixed income, equities, mutual funds, and alternative investments. Clients are advised on risk factors and potential losses associated with investments. Centerpoint operates on a fee basis, with fees ranging from 0.40% to 1.50% annually, subject to a minimum fee of $30,000. The firm does not provide services for performance-based fees and acts as a fiduciary, putting clients' interests first. Clients have the option to engage in financial planning services, including comprehensive financial planning, net worth analysis, investment strategy analysis, and retirement planning. Centerpoint does not have any disciplinary disclosures or financial impairments that would affect its ability to meet client commitments. For any inquiries, clients can contact Jennifer M. Wolfsberg, the Chief Compliance Officer.