Centerpoint Wealth Strategies

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Centerpoint Wealth Strategies We provide comprehensive financial services with an emphasis on the client relationship. Our role is Our approach is more comprehensive.

In our experience, most people have a number of professional advisors and make micro decisions that may not maximize their potential. By coordinating all of these advisors, we can work together to reduce inefficiencies in the clients’ worlds and instill confidence in each decision they choose. For most of you, we will be the Financial Strategist or “Personal CFO” at the center of your other advisors. For others, we will be a part of your advisory team. Keith Taylor is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Centerpoint Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. CA Insurance License # 0G13915
This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
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Let this be the year you put your refund to work in ways that pay off long term.
10/13/2026

Let this be the year you put your refund to work in ways that pay off long term.

Make these savvy money moves with your refund today so you can treat yourself in the future.

As a business owner, you carry a lot of responsibility. What if something were to happen to you? Would your business sur...
10/12/2026

As a business owner, you carry a lot of responsibility. What if something were to happen to you? Would your business survive? Protecting yourself in your personal life can help protect your business in the long term.

Protecting yourself in your personal life can help protect your business in the long term. 

If you’re a small business owner, having adequate protections in place can not only help your business flourish but also...
10/09/2026

If you’re a small business owner, having adequate protections in place can not only help your business flourish but also help protect you and your family from financial risk.

Small business plans often miss key insurance protections. Learn what coverage can help protect your business and family.

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
10/08/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Can group and private disability policies work together?
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Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

From credit cards to mortgages, most of us go into debt for the lifestyle we want. Here are 8 ways to help manage debt w...
10/05/2026

From credit cards to mortgages, most of us go into debt for the lifestyle we want. Here are 8 ways to help manage debt wisely to avoid overextending yourself.

8 ways to help manage debt wisely to avoid overextending yourself.

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
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Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

If menopause and midlife is challenging you physically and mentally, it’s something you might have predicted. But did yo...
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If menopause and midlife is challenging you physically and mentally, it’s something you might have predicted. But did you anticipate its impact on your wallet and your financial future?

Five things women in midlife can do to help boost their financial confidence. 

You’ve poured your heart and soul into the company you’ve built, but have you also protected your business? Life insuran...
09/30/2026

You’ve poured your heart and soul into the company you’ve built, but have you also protected your business? Life insurance can make business succession planning a lot easier

As a business owner, you have a lot on your plate. But planning for your company’s future isn’t something to overlook

Address

Charlotte, NC

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 5pm
Saturday 9am - 10pm
Sunday 7am - 10pm

Telephone

+19802357819

Website

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