Greenfield Partners Inc

HistoryEstablished in 2019SpecialtiesCenterpoint Financial Management provides financial planning, investment management and income tax planning and preparation services. We work with business owners, real estate investors, and executives with complex equity compensation and stock option issues. As an independent, fee-only, fiduciary financial advisor, we do not sell products or earn commissions. Our recommendations are objective and analysis driven, and our fees are completely transparent. Our services range from a one-time plan to a comprehensive bundle that includes on-going financial planning, investment management and income tax services for those who want a family-office CFO experience. Ready to get started? Please schedule a complimentary, 30-minute consultation today!

Capstone Wealth Planning, affiliated with JRL Capital, provides comprehensive investment strategies that encompass traditional assets such as stocks, bonds, and mutual funds, as well as alternative investments including private equities and real estate. Their expertise extends to specialized investment opportunities like 1031 and DST investments, designed to facilitate tax deferrals and generate income streams. Additionally, the firm offers various tax deferral investment vehicles, including oil and gas investments, ensuring a diverse approach to wealth management. Capstone Wealth Planning emphasizes the importance of personalized advice, urging clients to consult with their advisors for tailored investment strategies that align with their unique financial goals and risk tolerance. Generated from the website