A complete list of active advisors currently associated with Central Point Wealth Management LLC

Warmer can help you find a great advisor at Central Point Wealth Management LLC or one who fits your needs even better.

Central Point Wealth Management LLC provides financial planning, ongoing portfolio management, and hourly financial consulting to individuals, trusts, estates and charitable organizations, and also works with corporations or business entities. Services include subscription-based financial planning and asset management offered on both discretionary and non-discretionary bases, along with ad-hoc consulting engagements. The firm tailors investment strategies to each client’s stated objectives, time horizon and risk tolerance, drawing on methods such as modern portfolio theory and periodic account reviews to monitor allocations. A distinctive operational feature is that the firm’s reported assets under management are primarily non-discretionary, so client approval is obtained before executing transactions — a practice that is uncommon among independent advisers. As a recently formed, small practice, the firm manages roughly four client relationships and about $1.84 million in client assets, and it discloses that its principal maintains a substantial outside role as a program manager that consumes most of his time. The combination of serving business/corporate clients and operating with largely non-discretionary, client-directed assets sets the firm apart from many solo independent advisors.

To learn more about the advisors currently working at Central Point Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.