Look for our new Website soon

Centerpoint Investment Strategies and Raeheart Financial Have Joined to become Centered Wealth

 

In 2010, Jina Penn-Tracy of Raeheart and Stuart Valentine of Centerpoint began teaming together to offer clients a broader range of services. Now, they have joined to create a new type of wealth management firm; one focused as much on creating a better world as it is on providing good investment and planning advice to their clients.


Look for their new website at this location, coming soon.