(317) 973-7700

Services

CenterPoint Wealth Management is an investment advisor providing investment advisory and financial planning services in three specific areas. Our team of financial professionals gets to know you and your life-long goals, then, offers straightforward recommendations without ulterior motives. The financial strategies put into practice are in the best interest of you and your family.

Family Office Services

Wealth Management

Investment Advisory Services

 


 

Family Office Services

We manage, monitor and provide advice on a multitude of financial matters that are customized to your specific needs.

The variety of financial services may include:

  • Accounting income tax 
  • Planning and preparation
  • Estate tax planning
  • Coordination of banking relations 
  • Bill paying services 
  • Compiling financial statements 
  • Cash flow forecasts 
  • Insurance consulting

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Wealth Management

We offer wealth management services in the form of financial planning services and individual income tax preparation. Each client will utilize different services depending on their unique circumstances.

Typical services utilized may include:

  • Income tax planning 
  • Estate planning 
  • Insurance consulting 
  • Retirement planning 
  • College education funding 
  • Cash flow analysis

We may also provide assistance with preparation of summary schedules for all material investment related to tax information, including income and deductions if you choose to employ an independent Certified Public Accountant.

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Investment Advisory Services

We provide three main services as an investment advisor: portfolio assessment and investment strategy development, monitoring of your investment portfolio and select and evaluate your money manager accounts.

Portfolio Assessment and Investment Strategy Development

We will assess your current portfolio, investment strategy, and risk tolerance and make the appropriate changes.

Other services may include:

      • Education on investment principles and on how they relate to your specific financial goals.
      • Recommendations regarding your current investment strategy.
      • Evaluation and monitoring of your asset allocation strategy to assist in the selection of asset classes that are consistent with your stated investment objectives, risk tolerance, and overall financial goals. 
      • Development and modification of your investment policy statement.

Monitoring of Investment Portfolio

We conduct an analysis of the macroeconomic environment and review your investment policy to ensure it continues to meet your objectives.

Other investment portfolio services include:

      • Reviewing and evaluating the overall performance of your portfolio.
      • Providing communication with money managers. 
      • Delivering the proper communication to your custodian. 
      • Ensuring cash flow from portfolio is sufficient to meet your stated requirements and requests.

Money Manager Selection and Evaluation

We review and evaluate the performance of each specific money manager, including evaluation of performance, risk –adjusted returns, risk statistics and comparison to appropriate benchmarks. We may also provide continuing due diligence on current money managers.

This continuing due diligence involves review for changes in the organization or with key personnel, investment philosophy or investment process, and other factors that may alter the fundamental factors for which the manager was originally selected.

Planning and securing your financial future is not an easy task. At times, it can seem overwhelming. The team at CenterPoint Wealth Management is available to guide you. With their knowledge and experience they are able to navigate and adjust to the changing conditions the marketplace consistently demonstrates.

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*Registration with the S.E.C. or any State Regulatory authority does not imply a certain level of  skill or expertise.