Strategic Alliances

With the myriad of ever changing tax laws, regulations, and financial product complexities, you can come to Centerpoint for clarity and guidance.
We are committed to providing comprehensive wealth management, including the integration of your other professional advisors.
Attorneys, money managers, bankers and accountants, for example, can all be important for your financial pursuits.

However, the value of each professional working in unison is lessened or even negated if there are conflicting strategies or advice
is left unimplemented. We believe each advisor’s value can be multiplied if they are coordinated and working in harmony
for your unique situation. Our strategy allows each advisor to focus on their area of expertise while we focus on
the consistency, integration and overall implementation of your financial plan.

Our Strategic Alliances include–

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.

Tax Specialists

Centerpoint Advisory Services 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.

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