Our Services

At Center Pointe Wealth Management, LLC, we provide assistance in the following areas:

• Traditional and Roth IRA’s
• Stocks
• Mutual Funds
• Exchange Traded Funds
• Bonds
• Certificate of Deposits
• Money Markets
• Insured Cash Accounts
• Structured Notes and UIT’s
• Real Estate
• Institutional Money Managers
• Variable and Fixed Annuities
• Trust Services
• 529 Education Plans

• Integrated Financial Planning
• Retirement Planning
• Retirement Income Planning
• Investment Planning
• Risk Reduction Planning
• Estate Planning
• Philanthropic Planning
• Education Planning
• Tax Minimization Planning
• Stock Option Planning
• Special Needs Planning
• Lottery Winnings Planning
• Net Worth Statements
• Cash-Flow Analysis
• Cash Management

• Long Term Care Insurance
• Life Insurance
• Disability Insurance
• Buy-Sell Insurance
• Key Person Insurance

• 401(k) Plans
• 403(b) Plans
• Profit Sharing Plans
• Defined Benefit Plans
• Deferred Compensation Plans
• SIMPLE’s
• SEP IRA’s
• ESOP’s
• Business Succession Planning
• Business Transfers
• Endowment Services
• Philanthropic Services