With over twenty years of experience in wealth management, Jennifer Wolfsberg has come to understand that true financial stewardship is not simply about numbers on a page—it is about people, families, and the legacies they hope to build. She believes that wealth carries meaning only when it is aligned with the values, aspirations, and unique circumstances of each family. For Jennifer, serving as an advisor is both a privilege and a responsibility: one that requires trust, perspective, and a collaborative spirit. Her mission is to guide clients with clarity, compassion, and insight, helping them make decisions that support not only financial growth but also long-term peace of mind.

Working at Centerpoint:

As Co-Founder and Managing Principal of Centerpoint Advisors, Jennifer works hand-in-hand with families across multiple generations, often alongside their attorneys, accountants, and other professionals, to design strategies that reflect both financial precision and personal vision. Her expertise spans relationship management, macro-level strategy design, complex securities transactions, qualified retirement plans, and comprehensive financial planning. What sets Jennifer apart is her ability to blend technical acumen with emotional intelligence—bridging the analytical with the personal to create enduring solutions for families and business owners alike.

Jennifer also serves as Centerpoint’s Chief Compliance Officer, where she ensures that the firm upholds the highest standards of integrity, accountability, and client protection. In addition, she is a Certified Divorce Financial Analyst® (CDFA®), providing thoughtful guidance to individuals, couples, and attorneys as they navigate the sensitive and complex financial implications of divorce. This role has deepened her reputation as both a trusted advisor and a compassionate advocate during pivotal life transitions.

Her dedication to multi-generational wealth preservation is further strengthened by her designation as an Accredited Beneficiary Steward (ABS) through Tamarind Learning. This advanced training in trusts, tax, estate planning, investing, and wealth literacy equips Jennifer to guide families through the nuanced responsibilities of both trustees and beneficiaries. By blending education with empathy, she empowers clients to steward wealth with confidence, foresight, and purpose.

Background:

Jennifer’s career began at Harold C. Brown, one of Buffalo’s largest independent investment advisory firms, where she built a foundation in client-focused service. She went on to hold several roles in financial services that broadened her expertise before co-founding Centerpoint Advisors in 2006. A graduate of Stonehill College with a B.S. in Business Administration, Jennifer later completed a executive education certificate at Harvard Business School, further refining her leadership and strategic capabilities.

In addition to her client work, Jennifer has been a sought-after voice on topics of personal finance and wealth management, sharing her insights as a guest on Fox 25 Morning News and through various thought leadership platforms. She remains committed to continuous learning and to enriching the lives of the families she serves—helping them preserve, protect, and grow their wealth while staying true to the values that define them.