The Financial Advisors at Centerpoint Advisory Group provide independent, unbiased personal financial advice and services in close cooperation with your other professional advisors. Depending on the level of sophistication needed, our team includes tax professionals, legal advisors as well as corporate trust services. Our specialization is Investment Management. As part of our Telos Formula, we review cash flow and tax strategies, estate planning techniques and risk management. Centerpoint Advisory Group delivers and coordinates a full range of financial services for individuals, families, medical specialists and small business owners.