Central Point Wealth Management LLC

Central Point Wealth Management is a small independent advisory firm that provides financial planning (including a subscription planning service), asset management (offering both discretionary and non‑discretionary services), and hourly financial consulting to individuals, trusts, estates, charitable organizations and corporations or business entities. The firm structures client relationships around tailored plans and ongoing monitoring of asset allocation and outside accounts.

Investment recommendations are developed using client‑specific objectives, time horizons and risk tolerance and may incorporate modern portfolio theory; the firm will execute trades with prior client approval for non‑discretionary accounts and may act on discretionary authority where granted. Although the firm has added discretionary services, its reported client assets are currently managed on a non‑discretionary basis.

Notable differences from many peers include serving corporate or business clients and reporting predominantly non‑discretionary AUM, which are both uncommon for independent solo advisers. The firm is newly established (founded in 2023, registered in 2024), operates at a very small scale, and its principal reports a significant outside business activity as a program manager—approximately 90% of their time—which may affect the firm’s capacity and availability.