Move Forward With Confidence.
See our Narrative Disclosure Document (ADV Part 2) here. This document is required by our regulator and is updated periodically when there
are material changes to our company. Click here CenterPoint ADV Narrative Brochure 2017 .pdf
Priscilla N. Gilbert, CFP®
30 Center Road
Montpelier, Vermont 05602
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...Move Forward With Confidence.
New Update: A new Sustainable Investing page on this website shows how financial planning and investing can match our clients' values through sustainable investments.
Eagle on the Move – Priscilla Gilbert, CFP® '99 Priscilla is featured in the Boston College Alumni website news for her work with sustainable investing. Click here to view it.
Ideas and Research.
A look back at Summer and Fall of 2017 and what is to come for the remainder of 2017 and early 2018 -by Priscilla N. Gilbert, CFP Click here