We will be open and honest in all aspects of our relationship, including what you pay for our services and the thinking behind our advice.

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We strive to keep fees low so you have more money to invest.

Fees and commissions can have a significant impact on your portfolio. Layers of fees may erode your principal significantly. As a member of NAPFA (The National Association for Personal Financial Advisors) we have earned the designation as a fiduciary. Being on your side of the table means disclosing all charges on a “Fee-Only” basis.

Our Team

CenterPoint Financial, Inc. was established by Priscilla Gilbert, CFP® whose family has been in the financial services and Registered Investment Advisory business for many years. This family tradition was established to serve the individual client in an understandable way in the world of rapidly moving, complex, and often intimidating financial services delivery. Since its founding, the firm has been committed to disclosing costs, performance, and how it earns its keep for the client.

Priscilla N. Gilbert, CFP®, President and Founder

President of CenterPoint, Priscilla enjoys working with individuals, families, and small businesses to plan ahead...

Joyce Smith Cole, CFP®, Investment Adviser

Formerly President of J. Cole Financial Advisers Inc. in Saratoga Springs, NY. A third-generation financial...

Patricia Valentine, FPQP, Client Associate

Patty works at the firm's principal office in Montpelier, VT. She focuses on client outreach...

CenterPoint matched its employee charitable contributions at year-end 2019.

We are committed to the good work of social, cultural, and humanitarian efforts around the world. Here are some of the organizations that CenterPoint has supported with generous matching contributions.

  • Green Mountain Youth Symphony - striving to be an essential part of the development of children into well-rounded young adults
  • Green Mountain Club - the founder and maintainer of the Long Trail - the oldest long distance hiking trail in America
  • Vermont River Conservancy - a statewide, water-focused, nonprofit land trust focused on the protection of exceptional shore land as essential to the quality of life in Vermont
  • Kellogg-Hubbard Library - providing the central Vermont community with a variety of resources and programming for children and adults
  • Central Vermont Humane Society - every day, homeless animals rely on CVHS for food, shelter and medical care – and to find new loving homes
  • Vermont Food Bank - the largest anti-hunger organization in Vermont
  • Montessori School of Central Vermont - providing a learning environment that supports the development of a genuine sense of self and social responsibility in our children as citizens of the world
  • Glimmerglass Festival - a professional non-profit summer opera company dedicated to producing new productions each season and inspiring dialogue around meaningful issues of the day through song and story
  • National Park Foundation - working in the parks you love to protect them for the next generation
  • Planned Parenthood - delivering vital health care and information to millions of people worldwide
  • Regional Food Bank of Northeastern New York - helping to feed the poor and hungry since 1982
  • Eden Reforestation Project - reducing extreme poverty and restoring healthy forests by employing local villagers to plant millions of trees every year
  • Human Rights Campaign - America's largest civil rights organization working to achieve equality for all individuals
  • Alameda Food Bank - committed to providing healthy, nutritious food to those in need
  • Wounded Warrior Project - serving Veterans who incurred a physical or mental injury, illness, or wound while serving in the military on or after September 11, 2001
  • Trout Unlimited - a non-profit organization dedicated to the conservation of freshwater streams, rivers, and associated upland habitats for trout, salmon, other aquatic species, and people
  • Fayetteville-Manlius A Better Chance - placing academically talented and motivated students of color in outstanding public, independent, and private high schools across the United States
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Definitions

CFP® refers to Certified Financial Planner a designation held by both Ms. Gilbert and Ms. Cole. It is a rigorous complement of coursework, examinations, continuing education, and ethical standard requirements.

NAPFA refers to The National Association of Personal Financial Advisors, which likewise holds financial advisers to high professional and fiduciary standards and bears the coveted trademark of Fee-Only™. Members have committed to receive no compensation in terms of referral fees, commission, or trails. This supports the commitment to only our clients first.

CenterPoint believes in mentoring and seeks to advance the education and experience of entrants into the profession by mentoring and hiring interns.