Centerpiece Wealth Advisor
Financial Services - , Colorado, United States
Centerpiece Wealth Advisor Employees
Centerpiece Wealth Advisor Details
We help our clients have financial clarity, confidence, and peace of mind so they can be present for what matters most. Our purpose is to build authentic relationships and improve the lives of the people we serve by working through their questions and concerns around money and guiding them to a place of financial wellbeing. We do our best work for those planning for retirement, business owners, and family wealth planning.Together, we create a personalized roadmap for managing your wealth driven by your priorities, concerns, vision, and values. Next, we design an investment strategy that is tailored to your needs, preserves your lifestyle, and incorporates your ideas - we encourage your thoughts, listen to your input, and you maintain the level of control you want. Next, we develop and implement a tax plan to minimize taxes over your lifetime. And as your CPA, we file your personal, trust, gift, and estate tax returns. Lastly, we review and model your estate plan so you can easily see how your wealth transfers today, tomorrow, or at any point in the future. If needed, we will coordinate with an attorney to build a new estate plan or make adjustments to your current one to ensure the people and causes you care about are thoughtfully supported.We strive to create an enduring impact that is profoundly positive in the lives of the people we serve by earning the right to be their trusted advisor and being an irreplaceable relationship.We are a fee-only fiduciary advisor. We don't sell products, charge commission, or receive "bonuses" for anything. Our advice is objective and motivated by what is in your best interest. Your success is our success.
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