Strategic Alliances

Estate Planning

As a Centerpoint client, you have access to The Private TrustCompany, N.A., an affiliate of LPL Financial. The Private Trust Company manages trusts for high net worth individuals and families and is licensed in all 50 states under its 1995 national banking charter.

The bank does not engage in any lending or deposit taking, specializing solely in providing fiduciary services.
Regulated and examined by the Office of the Comptroller of Currency, a division of the U.S. Treasury Department, PTC is a member of the Federal Reserve Bank. Independent auditors audit PTC while its accounts are insured and bonded to protect client assets.

Trusts offered include: Revocable or Living Trusts, Irrevocable Trusts, Charitable Remainder Trusts, Charitable Lead Trusts, Special Needs Trusts, Life Insurance Trusts, Agency, Custodial, Private Foundations, Guardianships, Family Office Group.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.​
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Tax Specialists

Centerpoint Advisory Group clients continually face decisions that have important tax implications. From tax deferral strategies to more basic tax reduction strategies, we work with your tax advisor to help identify ways to potentially minimize your tax risks and your overall tax burden.

The rules and regulations are in constant flux and attempting to stay abreast of the everchanging laws can be a daunting task. If you are in need of assistance beyond our level of expertise, we can introduce you to tax and or legal specialists to address your concerns.

Legal Advisors

At Centerpoint we coordinate comprehensive reviews of all wills, trusts and powers of attorney with your legal advisors and ensure you have professional representation. The primary purpose is a comprehensive wealth preservation strategy that aims to provide a lifetime enjoyment of accumulated assets, maximization of wealth transferred to loved ones, and fulfillment of any business succession or risk management strategies

If you currently do not work with a legal advisor and are in need of assistance beyond our level of expertise, we can introduce you to a legal specialists to address your concerns. Additionally, through The Private Trust Company, NA, an affiliate of LPL Financial., we can offer you access to the professional fiduciary services of a corporate trustee.