Central Point Wealth Management LLC

Overview

Central Point Wealth Management LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small business clients. Its practice leans toward advisory engagements that are non‑discretionary: clients retain final decision authority while the firm provides planning, model construction and implementation recommendations. Fee arrangements include percentage of assets under management, hourly billing and fixed fees, which supports both ongoing advisory relationships and project‑based planning work. The firm does not identify as an active ESG investor, does not operate as a multi‑state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices