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our eight areas of focus

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Comprehensive
Wealth Management

More Than Investments

The money decisions you make today lay the foundation for a successful lifetime and legacy. As your dedicated personal advisor, we can assist you with several important factors that contribute to your overall financial big picture. From helping you understand the complex financial markets to sharing an objective view and analysis of savings goals and retirement income analysis, educating you is at the core of our approach.

Financial
Planning

Unbiased and Reliable Advice

At CenterPoint, defining your goals and priorities is something we take seriously. We help you understand and clarify your needs to create an action strategy for whatever life may present. Together, we will review and measure your progress to verify your plan remains aligned with your goals. Our advisors provide ongoing professional guidance and oversight on the road to helping you achieve them.

Estate Planning
& Wealth Transfer Strategies

Generational Planning to Safeguard Your Family’s Future

You have worked hard to accomplish your goals and provide for your family. We can help you with legacy and estate planning strategies to help ensure your loved ones are taken care of for generations to come. We recognize that estate planning can be intricate and often requires bringing in qualified attorney(s) when needed. Our advisors help to navigate you through the complex issues associated with estate planning and wealth transfer.

Executive Benefit
Design & Analysis

Structuring a future that capitalizes on your success

We offer tailored services to executives that focus not only accumulation of assets but also tax beneficial distributions during retirement. Our team of advisors is experienced with a variety of planning options to choose from regarding executive planning. We seek strategies for bridging the income gap at retirement and helping retain top talent through executive benefit plans. We are always seeking innovative solutions for your specific needs.

Tax Planning
Strategies

A Holistic Approach to your Planning

It is important to understand the effect and role taxes play before and during retirement. By working with one of our advisors, we help uncover and identify strategies that can make tax minimization possible. We believe in a holistic approach to financial planning which often encompasses working with qualified tax advisors and CPA’s who have extensive skills in the areas of tax preparation and planning.

Equitable Advisors, its affiliates and financial professionals do not provide tax advice.

Company
Retirement Plans

Streamlining the Process

Our dedicated team works with companies to construct benefit plans for employees while helping diminish risk and lessen the administrative burden. We want you to focus on running your business while knowing your employees are being taken care of for their retirement.

Charitable
Giving Strategies

Legacy Planning Focused on Tomorrow

We strive to help clients achieve their charitable goals both while they are still living and planning for when they pass. The use of special purpose charitable trusts, Donor Advised Funds, and Qualified Charitable Distributions are all examples of the arrows in our quiver that require careful analysis of your situation.

Collaborate with
CPA’s & Attorneys

Coming Full Circle for You

We consider ourselves the equivalent of a coach to a football team. We have the experience to understand when other qualified professionals need to get involved as part of your planning. Financial issues, at times, can be quite complex and there is incredible value in bringing us to the table as part of an overall team of professionals.

  • Comprehensive Wealth Management
  • Financial Planning
  • Estate Planning & Wealth Transfer Strategies
  • Executive Benefit Design & Analysis
  • Tax Planning Strategies
  • Company Retirement Plans
  • Charitable Giving Strategies
  • Collaborate with CPA's & Attorneys

Comprehensive
Wealth Management

More Than Investments

The money decisions you make today lay the foundation for a successful lifetime and legacy. As your dedicated personal advisor, we can assist you with several important factors that contribute to your overall financial big picture. From helping you understand the complex financial markets to sharing an objective view and analysis of savings goals and retirement income analysis, educating you is at the core of our approach.

Financial
Planning

Unbiased and Reliable Advice

At CenterPoint, defining your goals and priorities is something we take seriously. We help you understand and clarify your needs to create an action strategy for whatever life may present. Together, we will review and measure your progress to verify your plan remains aligned with your goals. Our advisors provide ongoing professional guidance and oversight on the road to helping you achieve them.

Estate Planning
& Wealth Transfer Strategies

Generational Planning to Safeguard Your Family’s Future

You have worked hard to accomplish your goals and provide for your family. We can help you with legacy and estate planning strategies to help ensure your loved ones are taken care of for generations to come. We recognize that estate planning can be intricate and often requires bringing in qualified attorney(s) when needed. Our advisors help to navigate you through the complex issues associated with estate planning and wealth transfer.

Executive Benefit
Design & Analysis

Structuring a future that capitalizes on your success

We offer tailored services to executives that focus not only accumulation of assets but also tax beneficial distributions during retirement. Our team of advisors is experienced with a variety of planning options to choose from regarding executive planning. We seek strategies for bridging the income gap at retirement and helping retain top talent through executive benefit plans. We are always seeking innovative solutions for your specific needs.

Tax Planning
Strategies

A Holistic Approach to your Planning

It is important to understand the effect and role taxes play before and during retirement. By working with one of our advisors, we help uncover and identify strategies that can make tax minimization possible. We believe in a holistic approach to financial planning which often encompasses working with qualified tax advisors and CPA’s who have extensive skills in the areas of tax preparation and planning.

Equitable Advisors, its affiliates and financial professionals do not provide tax advice.

Company
Retirement Plans

Streamlining the Process

Our dedicated team works with companies to construct benefit plans for employees while helping diminish risk and lessen the administrative burden. We want you to focus on running your business while knowing your employees are being taken care of for their retirement.

Charitable
Giving Strategies

Legacy Planning Focused on Tomorrow

We strive to help clients achieve their charitable goals both while they are still living and planning for when they pass. The use of special purpose charitable trusts, Donor Advised Funds, and Qualified Charitable Distributions are all examples of the arrows in our quiver that require careful analysis of your situation.

Collaborate with
CPA’s & Attorneys

Coming Full Circle for You

We consider ourselves the equivalent of a coach to a football team. We have the experience to understand when other qualified professionals need to get involved as part of your planning. Financial issues, at times, can be quite complex and there is incredible value in bringing us to the table as part of an overall team of professionals.

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How We will Work With You

1

Understand
Your Situation

6

Stay in Touch
With You

2

Respect
Your Assets

5

Evaluate
Your Progress

3

Educate You on
Your Options

4

Provide Clear
Recommendations

1

Understand
Your Situation

2

Respect
Your Assets

3

Educate You on
Your Options

4

Provide Clear
Recommendations

5

Evaluate
Your Progress

6

Stay in Touch
With You