With Expansion to Arizona, EverSource Now Serves Advisors in Nine States
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
EverSource Wealth Advisors® is pleased to announce the CenterPoint Strategies team, based in Scottsdale, Arizona, has transitioned its operations to the EverSource platform. Dan Twogood, CKA®, RICP®, who will lead the office, joined EverSource in October, along with his sons, Grant Twogood, CFP®, and Jordan Twogood. They were followed by Paul Rutkowski and Rory Collins later in the year. The team will do business as CenterPoint Strategies.
A Birmingham-based RIA, EverSource now manages $1.75B in total assets. The addition of the CenterPoint team further extends EverSource’s geographic presence, which also includes advisors in Alabama, Virginia, Tennessee, Georgia, Wisconsin, Texas, Nevada, and Colorado.
Last year, EverSource was named by RIA Channel as number two in its annual list of “Top 50 Wealth Managers by Growth.” The firm provides regulatory compliance, proprietary technology, and investment oversight for 24 advisors. EverSource works with multiple custodians for clients assets, including TD Ameritrade, Charles Schwab, and Fidelity.
Launched in 2017, EverSource was created to offer a distinctive culture and business model that moves advisors and their clients to planning and investing with values-based impact. Advisors affiliated with EverSource benefit from a wide range of investment opportunities for impact investing, values-based investing, and investments in other private assets.
Describing the company’s move, Dan Twogood explained: “Our decision to join EverSource was based on like-mindedness of our organizations, the quality of EverSource management and employees, and a determination of who best could help us transition swiftly and efficiently to the independent RIA space. We are excited about our ability to grow and focus on our relationships with our clients.”
Twogood has been working in the financial services and advisory business since 1992, and he focuses on fee-based wealth management and estate planning strategies for clients across the country. He holds the CKA® (Certified Kingdom Advisor®) designation and the RICP® (Retirement Income Certified Professional®) designation for financial services sales professionals.
Ed Hart, EverSource director of marketing and business development, said: “Dan and his team at CenterPoint Strategies have a long track record of professionalism and success. We are thrilled to expand the EverSource support model into the Southwest, providing CenterPoint with a flexible platform for continued growth and expanded investment solutions.”
About EverSource Wealth Advisors
EverSource Wealth Advisors® is an RIA that equips financial advisors to serve their clients with excellence, grow their business and income, and experience the benefits of a culture and community aligned with their values. With approximately $1.75B in assets under management, EverSource offers a financial services platform with investment resources, back-office support, and proprietary technology for independent advisors.