Our Company

Center Pointe Wealth Management, LLC was founded with the goal of providing clients with a comprehensive approach to managing their financial life. We begin by focusing in on the center point of your life. We want to understand what is important to you.

Through understanding your needs and desires, we engage you in a process that establishes a financial plan and an implementation approach tailored to ‘fit you’. And, through ongoing discussions, we help you adjust your plan to keep up with your changing needs. With our knowledgeable and experienced staff, we can serve you as either your primary advisor, or as a lead consultant coordinating and overseeing the activities of your other advisors.

Our desire is to help your life become more rewarding and enjoyable by removing the complexities of managing your wealth. We want to simplify intricate financial concepts and events and make them meaningful to you. We want to provide you with wealth management and investment strategies that give you confidence in your financial security. And, it is our ultimate desire to deliver you with a client experience that goes beyond your expectations.

We are an independent investment firm affiliated with the country’s leading national independent broker dealer, LPL Financial*. Having independence allows our professionals at Center Pointe Wealth Management, LLC the capability to provide you with independent research, investment advice, and wealth management strategies. We do not offer proprietary investment products.

*Based on total revenue as reported in Financial Planning magazine, June 1996-2018.