If you would like to learn more, contact....

Priscilla N. Gilbert, CFP®

30 Center Road

Montpelier, Vermont 05602

Phone 802-225-1314

Fax 802-225-8912


CenterPoint News:                                  New ideas and inspiration.

Giving Back:CenterPoint matched its employee charitable contributions at year-end 2017. The firm is committed to the good work of social, cultural and humanitarian efforts around the world. To see the charities we supported see a list on the Services page.

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.

  • We are following the development of crypto-currencies such as Bitcoin and Ethereum as well as various disruptivetechnologies and applications in genomics, cybersecurity, and artificial intelligence. Disruptive technologies are innovations that create new firms, products, services, and alliances and that eventually disrupt existing markets.

  • We have recently added CAPE Shiller ( utilizing a longer stock price /earnings look-back to more accurately forecast future dividends and returns in stock selection)  US and European funds to our line-up as well as an investment in infrastructure fixed income. 

Chobani Founder/ CEO talks at AI conference about work ethos- "What makes a good job?"Click here.

CenterPoint Financial wants visitors to this website to know that we are as concerned as you are about the privacy of personal information. We will not transfer your personal information to any entity for commercial purposes.
E-mail is not encrypted to/from either the public or private areas of this website. We therefore recommend that you do not send personal or specific account numbers or such information to us by e-mail. Clients are encouraged to request a key  to their unique, secure CenterPoint Client library for transmission of such personal and sensitive information. Call Patty Valentine to request a key at  802-225-1314 or email her at pvalentine@centerpoint-financial.com.
Any information given on this site is informational and illustrative but does not recommend actions as the information may not be appropriate to all situations. Please consult us to obtain recommendations specific to your situation. Thank you.


CenterPoint ADV Narrative 2019.pdf 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 2019

Move Forward With Confidence.

Schwab gives tips for recognizing and preventing cyber hacking and fraud. Click here.

Contact Us:  802-225-1314

CenterPoint rolls out a new Secure Personal Library for clients.


Secure Personal Library

Click here