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
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
Managing Principal
Jennifer M. Wolfsberg
Managing Principal
John E. Wolfsberg
Managing Principal
John E. Wolfsberg
Managing Principal
Olga P. Okaty, CFP®, CDFA
Director of Financial Planning
Olga P. Okaty, CFP®, CDFA
Director of Financial Planning
Mark J. Barry, CFA
Director of Investment Management
Mark J. Barry, CFA
Director of Investment Management
Services Offered
Testimonials
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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.