• Home
  • Who We Are
    • Why Centerpoint?
    • Meet The Team
  • Our Services
    • Investment Management
    • Financial Planning
    • Family Office Services
  • Insights / Resources
    • Articles
    • Legal and Compliance
  • Client Portal
    • My Center Portal
    • Fidelity
  • Contact
Behind the Scenes: Investment Management

Behind the Scenes: Investment Management

by newcente | Aug 15, 2019 | Blog, Firm Events, Uncategorized, What's New

August 14, 2019. By Mark Barry: At Centerpoint Advisors, investment management is a core component of our business, and is the primary focus for myself and my colleague JD Wolfsberg. While it encompasses a wide variety of roles and responsibilities, there are four...
Ashley Agnew Moderates Crisis Communication Panel

Ashley Agnew Moderates Crisis Communication Panel

by newcente | Aug 1, 2019 | Blog, Business Planning, Firm Events, In The News, Uncategorized, What's New

August 1, 2019. By Ashley Agnew: As a firm we constantly search for new learning opportunities.  This includes not only formal continuing education, but also learning from our peers in our own and related industries.  Several Centerpoint employees are...
Behind the Scenes: Client Service and Reporting

Behind the Scenes: Client Service and Reporting

by newcente | Jul 25, 2019 | Blog, Firm Events, Tax Planning, Uncategorized, What's New

July 25, 2019. By Courtney Summa: When someone asks me what my role entails at Centerpoint Advisors, my general response is that I work primarily on the reporting side of investment management, even though my responsibilities include much more than report preparation....
Behind the Scenes: Compliance Management

Behind the Scenes: Compliance Management

by newcente | Jul 8, 2019 | Blog, Firm Events, In The News, Uncategorized, What's New

July 8. 2019. By Matthew Okaty: My role at Centerpoint encompasses several different areas, including compliance, client portal management, charitable account assistance, as well as business continuity and cybersecurity.  Each day usually involves getting pulled...
Holiday Hours and Market Closing Schedule

Holiday Hours and Market Closing Schedule

by newcente | Jul 3, 2019 | Blog, Firm Events, In The News, Uncategorized, What's New

July 3, 2019. By Ashley Agnew: Kindly note that we will be following the market schedule in observance of the holiday and our office will be closed at 1:00pm on Wednesday, July 3rd and for the full day on Thursday July 4th. We will resume normal business hours on July...
Exploring Grief Support With The Children’s Room

Exploring Grief Support With The Children’s Room

by newcente | Jul 2, 2019 | Blog, Family Focus, Firm Events, Uncategorized, What's New

July 2, 2019. By John Wolfsberg. On June 18th we had the pleasure of hosting representatives from The Children’s Room to learn more about living through loss. The Children’s Room is a grief center in Arlington, MA offering free services to children, teens, and...
« Older Entries
Next Entries »

Blog Categories

  • Blog
  • In The News
  • Uncategorized

Blog Tags

Car Insurance General Insurance Health Insurance holiday holiday hours market hours Thanksgiving

Related Blogs

  • From Prototype to Production: How Composite Manufacturers Scale for OEM Clients
  • Upcoming Office Closures & Holiday Hours
  • Medicare Reminders 2025
  • Upcoming Office Closures & Holiday Hours
  • 2nd Quarter Commentary and 2025 Outlook
Contact Us

© 2025 Centerpoint Advisors, LLC. All rights reserved. Legal & Compliance
Investment Advisory Services offered through Centerpoint Advisors, LLC. Fidelity Clearing & Custody Solutions® is a service provider to Centerpoint Advisors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Manage Consent

This site uses cookies. By continuing to browse the site, you are agreeing to our use of cookies.

Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}