CENTERPOINT WEALTH ADVISORS

Mission Statement: We help people pursue their retirement dreams. We do this by helping a select group of clients and their families build and manage their wealth. We work closely with our clients to provide comprehensive and personalized investment planning. We work for our clients as we would for our own families, and seek long-term relationships built on mutual trust and confidence... Founded in 2010, CenterPoint Wealth Advisors combines the intimacy of a boutique wealth management practice with the global resources of LPL Financial, one of the nation's largest* financial institutions. As members of CenterPoint Wealth Advisors, Glenn Drake, John Kinzer and Rachel Waltjen have more than 90 years of combined investment experience serving individuals, families and small businesses and have been together as a team since 2003... <p>As members of CenterPoint Wealth Advisors, Glenn Drake, Managing Principal and CERTIFIED FINANCIAL PLANNER™ professional, and John Kinzer, Managing..

Also known as: CenterPoint

Primary location: Crownsville United States