Centerpoint Advisors
Centerpoint Advisors is a privately-held, SEC registered investment adviser in Needham, Massachusetts that provides fee-based investment management, financial planning, and family office services to high-net-worth individuals and families in New England, led by a multi-credentialed Wolfsberg-family team.
- Company typePrivate
- Founded2005
- HeadquartersNeedham, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Centerpoint Advisors does
Centerpoint Advisors, LLC is a privately-held, SEC registered investment adviser headquartered at 175 Highland Avenue, Suite 302, Needham, Massachusetts. Founded in 2005 and family-led by Managing Principal Jennifer M. Wolfsberg alongside principal John E. Wolfsberg, the firm operates as a boutique wealth management practice serving high-net-worth individuals and families across New England. The firm employs approximately 12 people organized around four senior leaders (Managing Principal, Director of Financial Planning, Director of Investment Management, Director of Client Operations) supported by wealth advisors, portfolio managers, and client service staff.
The firm's offering is structured as three core service lines: Investment Management, Financial Planning, and Family Office Services. The Family Office Services line is the most comprehensive, bundling investment management, financial planning, insurance consultation, advanced cash flow management, aggregated reporting, philanthropic planning, charitable giving, bill and tax payment, next-generation advisory, divorce financial advisory, and trustee/beneficiary advisory. Service delivery combines a centralized wealth management technology platform with a client portal (My Center Portal) and Fidelity Clearing & Custody Solutions for custody and brokerage. Differentiators are practitioner-led rather than technology-led: team members collectively hold CFP, CFA, CDFA, JD, CAIA, IACCP, and ABS credentials, and several have been featured in CNN, NPR/WBUR, MarketWatch, the Wall Street Journal podcast, and Everyday Health.
The business model is fee-based investment advisory on individually negotiated, primarily annual engagements, generating recurring revenue from HNW household relationships. Client acquisition is consultative and relationship-driven, supported by content marketing (blog, articles) and earned media. The firm has no external institutional investors, no parent company, no disclosed M&A activity, and no app or API surface. Geographic focus is the New England region, with no public signal of expansion beyond a single Massachusetts office.
Centerpoint Advisors firmographics
Firmographics- Name
- Centerpoint Advisors
- Legal name
- Centerpoint Advisors, LLC
- Website
- https://centerpointadvisors.net
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Centerpoint Advisors is a privately-held, SEC registered investment adviser in Needham, Massachusetts that provides fee-based investment management, financial planning, and family office services to high-net-worth individuals and families in New England, led by a multi-credentialed Wolfsberg-family team.
- Ownership category
- akta.pro rank
Centerpoint Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Financial Coaching & Budgeting Advisory (FSAEAAAH)
Keywords
Where Centerpoint Advisors is headquartered
LocationHeadquarters
- HQ city
- Needham
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Centerpoint Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services: Fee-based investment advisory services offered through Centerpoint Advisors, LLC. The firm operates as an SEC registered investment adviser providing personalized wealth management, financial planning, and family office services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Fee-based advisory services with personalized pricing |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Centerpoint Advisors product offering
Product offeringCore offering
Centerpoint Advisors is a boutique, SEC-registered investment advisory firm providing fee-based Investment Management, Financial Planning, and Family Office Services to high-net-worth individuals and families. Its services span portfolio management with research and tax planning, integrated financial planning tied to client life goals, and a comprehensive family office offering that includes insurance consultation, cash flow management, aggregated reporting, philanthropic planning, charitable giving, bill and tax payment services, next generation advisory, divorce financial advisory, and trustee/beneficiary advisory.
Product overview
Centerpoint Advisors is a wealth management firm offering a unified suite of financial advisory services centered around three core offerings: Investment Management, Financial Planning, and Family Office Services. The Investment Management service provides independent investing solutions with comprehensive research, tax planning, and reporting. Financial Planning delivers integrated planning that connects financial strategies to clients' life goals. Family Office Services is the most comprehensive tier, bundling wealth management, investment management, insurance consultation, cash flow management, aggregated reporting, philanthropic planning, charitable giving, next generation advisory, divorce financial advisory, and trustee services. The firm emphasizes relationship-based advisory work over transactions, with a team holding credentials including CFP, CDFA, and CFA designations.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management Fee-based investment management service providing ongoing portfolio monitoring, research and analysis, analytical tax planning, transparent reporting, and tailored family education. Operates with independence and no conflicts of interest, designed for high-net-worth individuals and families seeking active portfolio oversight.
- Financial Planning Comprehensive financial planning service focused on understanding clients and their families, connecting financial plans to life goals, and creating integrated strategies aligned with personal objectives. Designed for high-net-worth households seeking holistic planning across investments, taxes, estate, and family priorities.
- Family Office Services Comprehensive family office service bundling wealth and investment management, financial planning, insurance consultation, advanced cash flow management, aggregated reporting, philanthropic planning, charitable giving, bill and tax payment services, next generation advisory, divorce financial advisory, and trustee/beneficiary advisory for high-net-worth families.
Companies that use Centerpoint Advisors
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
Centerpoint Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Centerpoint Advisors partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Fidelity Clearing & Custody SolutionscoreFidelity Investments is an independent company, unaffiliated with Centerpoint Advisors. Fidelity Clearing & Custody Solutions provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. This is the primary custodian for client accounts.
- Old Colony Hospice and Palliative CareminorCenterpoint Advisors has partnered with Old Colony Hospice for charitable initiatives and team education. The firm hosted dementia training conducted by Old Colony Hospice professionals at their office.
- Science Club for GirlsminorCenterpoint Advisors featured Science Club for Girls as part of their charitable spotlight initiatives, supporting STEM education for young women in the community.
Scale indicators1 record
Recent moves5 records
Expansion highlights3 records
Centerpoint Advisors competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: Privately-held multi-family office providing investment management, wealth planning, and family office services to HNW and ultra-HNW families — directly comparable to Centerpoint's integrated wealth and family office offering.
- Mariner Wealth Advisors: National RIA offering investment management, financial planning, and family office services to HNW clients; comparable business model and service breadth, with significantly larger scale.
- Mercer Advisors: National RIA serving HNW households with integrated investment, tax, estate, and financial planning — closely mirrors Centerpoint's family office-style service stack.
- Creative Planning: Large fee-only RIA providing wealth management, financial planning, and family office services to HNW clients; directly comparable in service mix and HNW focus.
- Pathstone: Independent, privately-held multi-family office serving HNW families with investment advisory, financial planning, and family governance services — closely aligned with Centerpoint's family office model.
- Corient: Multi-family office and RIA serving ultra-HNW clients with integrated wealth planning, investment management, and tax services; comparable integrated service platform.
- Carson Group: Wealth management firm serving HNW clients through partner advisors; comparable target market and financial planning-led value proposition, though at much larger scale.
- Sanctuary Wealth: Wealth management platform serving HNW clients through partner advisors with integrated investment, planning, and family office services — comparable HNW-centric RIA model.
Broad incumbents
- Brown Brothers Harriman (Private Wealth): Large, established private bank and wealth manager with a long-standing HNW/family office practice — broader institution offering overlapping capabilities with Centerpoint's advisory and family office services.
Regional players
- GenTrust: Privately-held RIA providing wealth management and family office services to HNW families; comparable service offering with a different geographic footprint than Centerpoint's New England base.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Centerpoint Advisors social profiles
Digital presenceCenterpoint Advisors compliance and trust
Trust signalCompliance1 record
Centerpoint Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Centerpoint Advisors leadership team
Management profileNumber of profiles
Profiles12 records
Centerpoint Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Centerpoint Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Centerpoint Advisors
What does Centerpoint Advisors do?
Centerpoint Advisors is a boutique, SEC-registered investment advisory firm providing fee-based Investment Management, Financial Planning, and Family Office Services to high-net-worth individuals and families. Its services span portfolio management with research and tax planning, integrated financial planning tied to client life goals, and a comprehensive family office offering that includes insurance consultation, cash flow management, aggregated reporting, philanthropic planning, charitable giving, bill and tax payment services, next generation advisory, divorce financial advisory, and trustee/beneficiary advisory.
Is Centerpoint Advisors a public or private company?
Centerpoint Advisors is a private company. It is classified as family owned and is currently operating.
When was Centerpoint Advisors founded?
Centerpoint Advisors was founded in 2005. It employs 11 to 50 people.
Where is Centerpoint Advisors based?
Centerpoint Advisors is headquartered in Needham, United States, in the North America region.
How does Centerpoint Advisors make money?
One revenue line is on record: investment Advisory Services.
Who are Centerpoint Advisors's main competitors?
Direct peers on record are Bessemer Trust, Mariner Wealth Advisors, Mercer Advisors, Creative Planning, Pathstone, Corient, Carson Group and Sanctuary Wealth. Brown Brothers Harriman (Private Wealth) is listed as a broad incumbent. GenTrust is listed as a regional player.
Does Centerpoint Advisors have an API?
No public API is recorded for Centerpoint Advisors.
What industry is Centerpoint Advisors in?
Centerpoint Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEAAAH, Financial Coaching & Budgeting Advisory. Its NAICS code is 523940 and its SIC code is 6282.