About Centerpoint Advisory Group

Centerpoint Advisory Group was founded in 1992 with a philosophy of delivering disciplined investment management and meaningful client experience. Since our beginning, we have refined and enhanced our process as we help our clients pursue what’s important to them by coordinating their most important financial affairs while embracing the dynamics of wealth management. Each day we see investment opportunities and challenges constantly changing. What doesn’t change is our clients’ need for a dedicated team committed to superior levels of personal attention that positively affect their financial assets, primary goals and family well-being.

It Starts With You

The economic environment and investment alternatives today are substantially different from those of the past. We recognize that developing successful investment strategies require sophisticated and dynamic techniques. With this philosophy in mind and utilizing a dynamic process, we seek to deliver strategies that precisely target your specific needs. Careful attention is paid toward integrating all aspects of your financial life that maximizes the chances of you pursuing all that is important to you. We are committed to this process and anticipate it will empower better, more informed financial decisions.

Where You Have Been

Our lives are built from our experiences and choices. Almost everyone has made a few decisions in the past that may not have turned out perfectly. So, have you learned from them or are you positioned to make them again.

Where You Are Going

The old saying, “if you're unsure where you are going how will you know when you've arrived” is very poignant. Not that your destination can't change from time to time, but constantly asking yourself, “am I making progress” may be the basis for successful decision making.

What’s Important Now

The only thing in the world today that seems to be constant is change. Our lives, the markets, the economy, are just a start. What once was the most significant of motivators may no longer be important, and something you never dreamed of may now need attention.

Inventory

What is your financial makeup? Your resources both personally and professionally will ultimately determine your financial well-being. Orchestrating your ambitions with your financial life is critical. The coordination of all aspects of your life exposes your financial DNA.

 Relationships

Who are the most influential people or things in your life? Are decisions driven by the relationships that we hold most dear? Family, friends, charities or even pets may be where our financial decisions come from. Organizing your affairs could maximize the effectiveness on those important to you.

Advisory Team

The majority if not all successful CEO's, professional athletes, business owners and highly producing individuals consistently have a competent and effective team around them. Who coordinates the sophisticated needs for you and your family. Are you able to focus on all that is important to you?

Values and Goals

Values have a profound impact on our decision making. It is imperative to fully embrace what motivates you. When you think about money, does it help by clearly identifying the things that are most important to you and your family? What have you accumulated will most likely have a significant impact on those that mean the most to you.

 The Process

It is imperative that you are involved when it comes to your financial well-being. Many times there are other distractions that consume your free time than finances. It is vital to both minimize the time spent and maximize the effectiveness in your finances with efficient decision making.

Interests

We all have special interests outside of our professional lives. Creating a life that allows one to maximize the time spent in those areas is critical motivator, whether it’s specific hobbies, leisure activities, charitable / philanthropic involvement or travel to name a few. Are you able to maximize the time you spend doing what inspires you?

Our Services

Telos Formula

Learn More About the Services We Offer with the TELOS FORMula.

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Our Team

As our company has grown, so has our commitment to our clients’ needs and ambitions.

Today, our core beliefs remain resolute as we deliver a comprehensive wealth management experience.

Commitment

Centerpoint Advisory Group recognizes that developing successful investment strategies require sophisticated and dynamic techniques. With this philosophy in mind and utilizing a proven process, we seek to deliver strategies that precisely target the specific needs of our clients. Careful attention is paid toward integrating all aspects of a financial plan to work toward customized results. We are committed to this process as we assist our clients in making better, more informed financial decisions.

Integrity

We believe that the principles of honesty and trust are the cornerstone of our client relationships. Building upon these fundamentals and strengthening this relationship is our on-going commitment. We value and never take for granted, the trust our clients have placed in us.

Collaborative

Our dedication to our clients and their financial endeavors is foremost. The pursuit of your financial goals requires access to high quality financial advice and services that fit your specific needs. As an independent, professional financial service, we are free to choose from the most appropriate products available. We continually look for strategies that maximize the opportunity for our clients to pursue their life goals.

Excellence

Service excellence is the norm. We pay close attention to detail and focus on a proactive relationship that emphasizes communication, education and an outstanding client experience. We strive to anticipate the needs of our clients and consistently deliver meaningful solutions.

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