Mission Statement:  We help people pursue their retirement dreams.  We do this by helping a select group of clients and their families build and manage their wealth.  We work closely with our clients to provide comprehensive and personalized investment planning.  We work for our clients as we would for our own families, and seek long-term relationships built on mutual trust and confidence. 

Founded in 2010, CenterPoint Wealth Advisors combines the intimacy of a boutique wealth management practice with the global resources of LPL Financial, one of the nation's largest* financial institutions.   As members of CenterPoint Wealth Advisors, Glenn Drake, John Kinzer and Rachel Waltjen have more than 90 years of combined investment experience serving individuals, families and small businesses and have been together as a team since 2003.

We hope your visit to our website will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.  Most importantly, we hope you see the value of working with us to pursue your financial goals. 

We're here to help educate you about the basic concepts of investment planning, to help you learn more about who we are, and to help with the proper management of your investments. 

*As reported by Financial Planning magazine, June 1996-2022, based on total revenue.