BJ
Brian J. Brunner
Owner/President at Centerpoint Wealth Management,
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Work Experience
Owner/President
Sep 2001 - Present · 23 years and 3 months
Board Member & Past President
Present
Deloitte & Touche, LLP
Senior Manager
Jun 1994 - Aug 2001 · 7 years and 2 months
Company Details
2-10 Employees
CenterPoint Wealth Management is an independent boutique wealth management firm and family office. Formed in 2001, CenterPoint serves high net worth families and business owners with investment strategy, asset management, estate planning, income tax planning, comprehensive financial planning and other family office related services.
Website
Year Founded
2001
Social Media
LinkedinTwitter
Industry
Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
56 N. Main St.
Zionsville, Indiana 46077, US
Keywords
wealth managementwealth management servicesaccounting servicesinsurance consultingfamily office servicesplanning and preparationcash flow analysisplanning and administrationestate tax planninginvestment strategy development
Contact Details
- Email AddressB**@centerpointwm.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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