Centerpoint Advisors

With You At The Center of Attention…

We champion your goals and needs to bring you clarity, confidence. andcomfort in your financial life.

Years Of Experience in Financial Services

Who We Are

Proactive Support, Investment Insight and Caring Connections.

We believe that true advisory work begins with understanding the person behind the portfolio. Through probative support, deep investment insight and caring connections, we stirve every day to impact your life in meaningful ways.

We lead with care and trust, recognizing that  your goals are deeply personal. By prioritizing relationships over transactions, we offer guidance that gives you time, clarity, and the confidence to pursue what matters most today and for the future.

Independent & family-owned

Fiduciary, always

Personalized portfolios

Holistic planning

Relationship-driven

Transparent & client-first

It’s this personal approach that allows us to serve not just your financial needs, but the life you envision.

Why Us

We Lead With our Relationship, Engaging Your Interests With
Thoughtful Understanding and Focused Advice

At Centerpoint Advisors, we work side by side with you and your family to define goals that reflect your values. and focus on what matters most. With these goals as your guide, we customized each wealth strategies and act with both compassion and expertise together to create lasting impact. 

Team Members

%

Client Retention

%

Fiduciary Commitment

Secure Client Access

Meet Your Team

Get To Know Your Team Behind Your Plan

We bring together top talent, a culture of thoughtful collaboration, personalized service and a shared commitement to helping you acheive lasting financial success. We value real connections and contributions beyond the numbers. 

Jennifer M. Wolfsberg

Jennifer M. Wolfsberg

Managing Principal

Jennifer M. Wolfsberg

Managing Principal

John E. Wolfsberg

John E. Wolfsberg

Managing Principal

John E. Wolfsberg

Managing Principal

Olga P. Okaty, CFP®, CDFA

Olga P. Okaty, CFP®, CDFA

Director of Financial Planning

Olga P. Okaty, CFP®, CDFA

Director of Financial Planning

Mark J. Barry, CFA

Mark J. Barry, CFA

Director of Investment Management

Mark J. Barry, CFA

Director of Investment Management

Services Offered

We provide proven results, endless support, transparent conversations, and random acts of kindness.

Testimonials

Kind Words From Our Clients

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Sarah Jacobson

Boston, MA

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Emmanuel Coffey

Waltham, MA

There are many variations of also passages of and it is Lorem we are Ipsum available, but the majority is are many are many variations of also variations of also have.

Vanessa Potts

Needham, MA