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Read an open letter to our clients.
Welcome
When it comes to living the good life today while planning for a comfortable retirement tomorrow, financial considerations coupled with your personal values and desires are an essential part of the mix. If you are looking for a professional financial advisor – someone who is interested in building a relationship with you and not just your money – you’ve come to the right place.
At CenterPointe Wealth Management, you are at the center of our work together. By developing a relationship with you, understanding your objectives and bringing life to your dreams, we can create the plan you need to realize your goals.
Together we create prosperity for life – not just financial prosperity but whole life well-being. The center point is you: your dreams, your goals, your values.
View CenterPointe Wealth Management's brochure: "Focus on Your Future".
Learn more about Who We Are.
Securities offered through Securities America, Inc., member FINRA/SIPC, John Barton, Registered Representative. Advisory services offered through Securities America Advisors, Inc., John Barton, Investment Advisor Representative. CenterPointe Wealth Management and Securities America are not affiliated.
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©2010 CenterPointe Wealth Management. All rights reserved.
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Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. John Barton and Jeffory Stukey, Representatives. Representatives are licensed to offer securities in the following states: AZ, CA, CO, FL, GA, KS, MO, MT, NV, OK, TX, and VA. Representatives are insurance licensed in the following states: AZ, CO, FL, KS, MO, MT, OK, TX, and VA. CenterPointe Wealth Management, Integrated Financial Group and the Securities America companies are not affiliated. This website is neither an offer to buy nor a solicitation to sell securities.
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