Jennifer Wolfsberg Email & Phone Number

"I am a wealth manager helping high net worth families, individuals, and businesses achieve financial clarity and comfort. The workflow of personal financial and investment planning can be a complex and overwhelming process where a family needs a comprehensive team approach that serves to provide an independent perspective. A team that who will work within a family's circle of professionals to customize solutions that translate to the family's own personal vision." --Bio: Jennifer’s solid background in client management, qualified plans, complex securities transactions, and financial planning provide the background and foundation that allows her to assist high net worth families and individuals navigate complex wealth management planning and decisions. Jennifer is also a CDFA, Certified Divorce Financial Analyst and provides consulting services to individuals, couples or attorneys to assist with asset division decisions. Her skills also include portfolio management, family financial advisory management and supporting individuals and families through complex decisions and communications. Jennifer is also the firm's acting Chief Compliance Officer (CCO).After graduating from Stonehill College with a B.S. in business administration, Jennifer began her career in financial services with Harold C. Brown, one of Buffalo’s largest independent investment advisors. In 2005, Jennifer formed Centerpoint Advisors, LLC with long time business associate Richard Greene.Specialties: Jennifer is an Investment Advisor Representative through Centerpoint Advisors, LLC, and a FINRA licensed (Series 7, 63, 65 & 24) registered representative of Palladium Capital Group, LLC an SEC registered broker-dealer and licensed to provide life, accident and health insurance in Massachusetts. Jennifer is also a Certified Divorce Financial Analyst ("CDFA"). Centerpoint Advisors, LLC is a corporate member of XPX New England, Exit Planning Exchange. Jennifer is a member of The Institute for Divorce Financial Analysts. In 2013 Jennifer earned a certificate degree from Harvard Business School through their Executive Education Program, and frequently appeared as a guest on Fox 25 Morning News speaking on a variety of finance related topics.

Listed skills include Portfolio Management, Investment Strategies, Stock Market Analysis, Investments, and 11 others.