We are pleased to announce a new chapter in our journey. We have become part of Waverly Advisors, LLC effective September 27, 2024.

To help take our organization to the next level, expanding on the wealth of services we provide, we have partnered with a firm that shares our values, and we found that in Waverly. At the core of both Waverly and CenterPoint is a shared dedication to prioritizing you, our valued client. Our mission will continue to be deeply rooted in making a meaningful impact on your life through thoughtful financial planning and data-driven investment management. More than just managing wealth, we are here to cultivate enduring and robust relationships with you, understanding that your financial journey is a personal and ongoing endeavor.

Your Client Portal is where you will continue to have access to your investment assets at your fingertips. Log in to view basic information such as account balances, performance, and transactions, as well as more detailed information about your investments. The portal is also your safe and secure way to transfer important documents back and forth with your advisor.

We’re available to answer any questions you may have about the firm, our team and future plans. We invite you to reach out should you have any questions.

A copy of Waverly Advisors’ written disclosure statement discussing advisory services and fees is available upon request or by clicking here.