CenterPoint Financial
Move Forward With Confidence.
Contact Us: 802-225-1314
CenterPoint Financial
...Move Forward With Confidence.
Sustainability
We can help clients match their social and environmental values to their investment and financial planning.
Wealth Management
photos by Patty Valentine
WOULD you like TO MOVE TO PROFESSIONAL MANAGEMENT OF YOUR FINANCIAL LIFE?
Schwab Account Access
CenterPoint Personal Portal
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We will be open, honest, and transparent in all aspects…
Meet our team
Whatever your goals are, we will help you get there.
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 2017 Click here
CenterPoint Client Letter Spring 2018- Deer in the Headlights Click here
Contact information:
Priscilla N. Gilbert, CFP® - 30 Center Road - Montpelier, Vermont 05602
Phone 802-225-1314 - Fax 802-225-8912 - pgilbert@centerpoint-financial.com
Copyright © 2017 CenterPoint Financial, Inc.. All rights reserved.