Strategic tax advisory in Zionsville, Indiana

CenterPoint Wealth Management is a finance institution located at 56 North Main Street in Zionsville, Indiana, United States. Since 2001, we have been providing personal attention and expert advice as an independent, “fee-only” Registered Investment Advisor (RIA) and financial planner. Serving as a fiduciary, we work with a diverse group of clients with various needs, from individual retirement portfolios to multi-million dollar family trusts. Our team offers a broad perspective and value-added approach to investment management, financial planning, and family office needs. We tailor financial plans to help you achieve your goals, build wealth, and make strategic decisions for the future. As independent advisors, we provide unbiased advice focused solely on your agenda. Let us guide you through the overwhelming world of finance with personal attention, honest advice, and hands-on support.