Skip to content

Planning Your
Financial Freedom

core values

Growth

--. .-. --- .-- - ....

Putting you on a forward path of acceleration

We are passionate about you and your success. Whether it be consulting on decisions for your business or educating you on various retirement planning options, it is our goal to come alongside and grow with you.

Strength

--. .-. --- .-- - ....

Fortitude and resilience through the unpredictable

We work with “tried and true” institutions such as Charles Schwab & Co, Inc., one of the largest financial service institutions in the country, holding over $7 trillion in client assets.

Trustworthy

- .-. ..- ... - .-- --- .-. - .... -.--

Trust is paramount to a successful financial professional/client relationship

At CenterPoint, building a lasting relationship with you by developing mutual trust and respect is key. We are committed to earning your trust through open, direct and professional communication with all of our advisors and staff.

Attentive

.- - - . -. - .. ...- .

Always acting in your best interest

We believe in placing your interests first and will act with prudence, skill and care at all times. We take the time to fully explain the options available to you, along with our thoughtful recommendations to help you play an active and informed role in your plan.

Knowledge

-.- -. --- .-- .-.. . -.. --. .

Over 90 combined years of expertise

It is our priority to offer you knowledge and direction as we assist in investments, financial planning, insurance, tax and estate planning strategies. We are committed to providing a client-centered experience rooted in decades of experience.

Core Values

Growth

--. .-. --- .-- - ....
 

Putting you on a path designed for forward acceleration

We are passionate about you and your success. Whether it be consulting on decisions for your business or educating you on various retirement planning options, it is our goal to work alongside and grow with you.

 

Strength

--. .-. --- .-- - ....
 

Fortitude and resilience through the unpredictable

We work with “tried and true” institutions such as Charles Schwab & Co, Inc., one of the largest financial service institutions in the country, holding over $7 trillion in client assets.

Trustworthy

- .-. ..- ... - .-- --- .-. - .... -.--
 

Trust is paramount to a successful financial professional/client relationship

At CenterPoint, building a lasting relationship with you by developing mutual trust and respect is key. We are committed to earning your trust through open, direct and professional communication with all of our advisors and staff.

Attentive

.- - - . -. - .. ...- .
 

Always acting in your best interest

We believe in placing your interests first and will act with prudence, skill and care at all times. We take the time to fully explain the options available to you, along with our thoughtful recommendations to help you play an active and informed role in your plan.

Knowledge

-.- -. --- .-- .-.. . -.. --. .
 

Over 90 combined years of experience 

It is our priority to offer you knowledge and direction as we assist with investments, financial planning, insurance, tax and estate planning strategies. We are committed to providing a client-centered encounter rooted in decades of experience.

our history

since 1986

1986
1991
2001
2011
2015
2020
2021
2022
2022
Nelson Financial Services building
Founding
Danny Nelson starts Nelson Financial Services
New York Life logo
Growth
Nelson Financial Services joins New York Life
Dan Twogood portrait
expansion
Dan Twogood joins the team
Paul Rutkowski portrait
expansion
Paul Rutkowski joins the team
Grant Twogood portrait
expansion
Grant Twogood joins the team.
Obtains CFP® designation in 2019
dan nelson
change
Danny Nelson retires
CenterPoint Logo
rebrand
Nelson Financial Services rebrands to CenterPoint Strategies with Dan Twogood as the managing partner
EverSource Wealth Advisors logo
growth
The team affiliates with EverSource Wealth Advisors, a registered investment advisory firm
Jordan Twogood
expansion
Jordan Twogood joins the team