SEC CRD #801-72619
Centerpoint Advisors is a wealth management and financial advisory firm offering investment management, financial planning, and family office services focused on personalized wealth strategies and multi-generational planning.
JENNIFER WOLFSBERG
CHIEF COMPLIANCE OFFICER
📞 (781) 400-1748
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AUM
$732M
Check Size
$2.5B–$2.5B
Location
NEEDHAM, MA
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