...Move Forward With Confidence.
We can help clients match their social and environmental values to their investment and financial planning.
photos by Patty Valentine
Schwab Account Access
CenterPoint Personal Portal
Whatever your goals are, we will help you get there.
Priscilla N. Gilbert, CFP® - 30 Center Road - Montpelier, Vermont 05602
Phone 802-225-1314 - Fax 802-225-8912 - firstname.lastname@example.org
We will be open, honest, and transparent in all aspects…
Meet our team
Move Forward With Confidence.
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