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Balance Life & Wealth

Serving Jacksonville and the First Coast

Centerpoint Wealth Advisory is a financial life planning firm with deep relationships on the First Coast of Florida and Jacksonville and surrounding communities. We are proud to serve families and businesses committed to finding balance between life and wealth.

Your board certified, CERTIFIED FINANCIAL PLANNER™ professional is dedicated to your definition of success.  Whether your needs are simple or complex, our staff stands ready to provide the highest level of personal and friendly service. (After all, we are located in the South!) Discover the ways we may be able to assist by visiting the links below. We look forward to building a great relationship with you.    

  • Financial Planning
  • College Planning  
  • Insurance 
  • Investments 
  • Retirement Planning


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