Registration with the S.E.C. or any State Regulatory authority does not imply a certain level of skill or expertise.
This web site enables you to communicate by sending electronic messages to us. In using this web site, you agree not to send electronic messages through this web site to give us instructions regarding your investment account, such as placing orders to purchase or sell a security or to transfer funds. You should not use electronic messages through this web site to provide us with any other nonpublic personal information. CenterPoint Wealth Management cannot guarantee it will take any action as a result of having received such instructions or the confidentiality of information transmitted through this web site. CenterPoint Wealth Management will not be liable for any actions taken or any omissions to act as a result of any electronic communications sent through this web site.
When you access certain hyperlinks on this web site, you may leave this web site and view content that is not provided by us. Some tools and information available through this web site are provided by third parties and their source is clearly identified. CenterPoint Wealth Management has not checked the accuracy or otherwise reviewed any of the web sites linked herein or information provided herein by third parties and makes no representations or warranties about such third party information and does not guarantee its accuracy, timeliness or completeness nor accept any responsibility for the contents of such websites, information, products, services or other items offered by such web sites.
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.