Our Practice and Team:
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.
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. 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 22 years.
Principals Richard Greene, Jennifer Wolfsberg, and John Wolfsberg collectively share over 70 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. John Wolfsberg also brings over 18 years of extensive experience in the fixed income markets to his management of both taxable and tax-exempt fixed income portfolios. The Centerpoint team also includes Olga Poltoratskaya Okaty, CFP®, specializing in financial planning, financial modeling, and portfolio construction and management, and Lori Patterson, handling daily operations, communication, and client relations.
Centerpoint Advisors, LLC is an independent registered investment advisor directly registered with and regulated by the Securities and Exchange Commission. All accounts are custodied with Fidelity Institutional Wealth Services, member NYSE/SIPC.
There is no single approach to wealth management that will suit everyone. At Centerpoint Advisors, we work closely with our clients to determine which combination of risk and return fits their profile and complements their personal goals. We provide diverse solutions for investors who have different risk tolerances but the same overall financial goals.
We believe an independent firm serves the interests of our clients and our practice most advantageously by allowing us to select from and design a range of investment solutions rather than being constrained by firm-specific products. We take a holistic approach to investment planning by evaluating a client’s whole investment portfolio, including all investment accounts, retirement accounts, alternative investments, real estate, and cash savings. This approach is critical in allowing us to design a more comprehensive allocation target and overall investment plan.
Investing, however, is only one component of financial planning though certainly an important one. Client service and communication are also vital parts of our firm. We regularly assist clients in portfolio tax planning and speak with their CPAs or accountants to ensure all investment account information is in order to process their tax returns. We often speak with a client’s estate attorney in order to implement any necessary updates or changes they deem appropriate to their overall estate plan.
Our practice is built upon shared values of dedication, excellence, and independence in all we do. Our work and our client relationships are driven by a sense of respect and integrity, with the goal of protecting clients and their trust above all.
Centerpoint Advisors, LLC | 175 Highland Avenue, Suite 302 | Needham, MA 02494 | Ph: 617.213.4000 | Fax: 617.213.4019 | www.centerpointadvisors.net