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.  

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Partnering

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

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

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We work together to form a plan for your financial future.


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.


                                    

                                                                                                                                                                                            



Move forward with confidence

Schwab Account Access
CenterPoint Personal Portal
News Sources
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Whatever your goals are, we will help you get there.                     

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Wealth Management

Contact information:

Priscilla N. Gilbert, CFP® - 30 Center Road - Montpelier, Vermont 05602

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

photos by Patty Valentine 


Move Forward With Confidence.


Contact us:  802-225-1314

Sustainability