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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-26-2011
- Office Locations
- 1
Office Locations
About Centerpoint Advisors, LLC
CenterPoint Advisors, LLC is a Needham, MA wealth and investment team providing relationship-led financial planning and portfolio management, including tax, estate, insurance, and charitable/college planning. Portfolios emphasize asset allocation and ETFs alongside public funds and fixed income, with selective alternative exposures. Operates on Fidelity/NFS custody and uses Black Diamond reporting.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JENNIFER MICHELLE WOLFSBERG
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2764373
- Ownership
- 50% but less than 75%
JOHN EDWARD WOLFSBERG
Advisor, Managing Member
- CRD
- #2302544
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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MARK JOHNSON BARRY
Director
- CRD
- #6121326
Kevin Fitzgerald Donohue
Associate
- CRD
- #7282380
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $731,903,710 | $693,748 |
| Non-Discretionary | $0 | -- |
| Total | $731,903,710 | $693,748 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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