Centerpoint Advisors, LLC. Email Format

Investment ManagementMassachusetts, United States2-10 Employees

Centerpoint Advisors, LLC is a Massachusetts-based investment management and wealth advisory firm that serves individuals, families, small businesses, and non-profit institutions. The firm emphasizes wealth accumulation, portfolio management, and financial planning, while offering access to a broader network for coordinating tax and estate planning, bill paying, insurance audits, and other family office services. Its approach centers on building meaningful client relationships through direct access to the full advisory team and a collaborative planning process, with independent investment solutions and an open platform that supports tailored portfolio construction and consolidated reporting via the MyCenter portal. Centerpoint operates as an independent registered investment adviser regulated by the Securities and Exchange Commission, with clearing and custody services provided by Fidelity Investments. A recent development notes the firm’s activity in new asset positions, including a stake in Public Storage.

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