You are not just a client at CenterPoint. We believe in partnering with you and getting to know you so we can work together to meet your unique needs.  

Read More...

WOULD you like TO MOVE TO PROFESSIONAL MANAGEMENT OF YOUR FINANCIAL LIFE?



Schwab Account Access
CenterPoint Personal Portal
News Sources
Twitter
More....​

Read More...

We will be open, honest, and transparent in all aspects…
​Meet our team
         

Read More...

Whatever your goals are, we will help you get there.                     

Read More...

Partnering

To start out we work together to form the center of your financial future.

A dedicated commitment to a financial gameplan. 

When you partner with CenterPoint Financial, your questions will be encouraged. Our answers will be straightforward. You will understand where your money is invested and why, how your investments are performing, and how much it is costing you. Plus, you’ll have access to expertise, specialists, and insights to help you reach your own wealth management goals. CenterPoint Financial gives you an approach to wealth management that is all about transparency, accountability, and taking ownership of your financial life because the best outcomes in life come from being fully engaged. We can help you focus on cash flow planning or your 401k plan to move towards your wealth management goals.


                          CenterPoint releases Matching gift recipients for 2016     Click here               

                                                                                             "CenterPoint Q4 2017 Market Outlook"      Click here                                                           



Contact information:

Priscilla N. Gilbert, CFP® - 30 Center Road - Montpelier, Vermont

Phone 802-225-1314 - Fax 802-225-8912 - pgilbert@centerpoint-financial.com

Type your paragraph here.


We can help clients match their social and environmental values to their investment and financial planning.

Read more...

Wealth Management

Sustainability

photos by Patty Valentine 


Move Forward With Confidence.


Contact Us:  802-225-1314