CenterPoint Wealth Management, LLC
Financial Services
View the employees at
CenterPoint Wealth Management, LLC-
View DetailsBrian J. Brunner CFP®, CPA/PFS - Owner/President at CenterPoint Wealth Management, LLC
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View DetailsPatrick J. Hoehne, CFA Investment Portfolio Manager and Financial Analyst at CenterPoint Wealth Management-
Carmel, Indiana, United States
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View DetailsStacey Dunham Wealth Management Specialist at CenterPoint Wealth Management, LLC-
Zionsville, Indiana, United States
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View DetailsEric Geary Wealth Advisor at CenterPoint Wealth Management-
View DetailsJohn Barton Certified Financial Planner at CenterPoint Wealth Management, LLC-
Wichita, Kansas Metropolitan Area
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Overview
CenterPoint Wealth Management is an independent boutique wealth management firm and family office. Formed in 2001, CenterPoint serves high net worth families and business owners with investment strategy, asset management, estate planning, income tax planning, comprehensive financial planning and other family office related services.
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