Investment Advisement and Wealth Counseling

 

Seeing the future and getting there are two different things. The former requires focus and precision, resulting in clear objectives. The latter demands commitment: adherence to a plan that manages the risks and opportunities along the way. Seeing and doing--two entirely different functions--essential for success. So you see your destination, but not all the steps along the way? Our purpose is to help you not only plan your journey, but, most importantly, implement the steps needed to reach your goals.

 

Your legacy: a life's destination

Good financial management is a lot of work--work that sets a good example. For children and grandchildren, for business partners and employees, there is no substitute for having witnessed the care, thoughtfulness, attention to detail, and discipline that good planning demands. Too often families and businesses have witnessed the final breath of a loved one setting into motion costly, avoidable financial consequences. The tragic result is a message that represents a contradiction to a responsible life of hard work. The Centerpoint Group helps clients transform their life's work from success to true significance...passing value, responsibility, and work stewardship ethics to those they care about. The result? A meaningful legacy that completes the circle of our lives.

 

Our mission

To provide integrated solutions for successful individuals, business owners, professionals and executives who must navigate the complex tax, legal, and financial worlds in order to gather, manage, protect and pass on their wealth.

 

 

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