Financial Advisor in Castle Pines

Jason and Aaron have a rare, focused customer service, and both are extremely talented and experienced at financial advice. We love their rate structure, and appreciate their pro-active check ins and sophisticated financial modeling. We've been around, and we are so happy to be working with them.

Knowledgeable, friendly, and spectacular service. I honestly sleep better at night knowing my money is being managed so well. I highly recommend them.

Jason and Aaron do an excellent job with everything from asset management, to long-term planning, to tax advice. They break down what's happening in a complex market to simple and easy to understand presentations and advice. They are also experts in helping with the "what if" planning for various situations so you can see how decisions impact the long game. My family and I appreciate their honesty and sound advice, and our returns have never been higher as a result.

These folks are clearly the best people I have ever worked with. They go above and beyond the call of duty. Needless to say, my wife and I are quite pleased with them.

Aaron and Jason are dedicated in fulfilling a customized investment plan and strategy ~ always pro-active and very responsive. I’ve been delighted with them and their service - if you don’t know them, you should!

Very knowledgeable and great to work with!

I wish I could give these guys 10 stars!!! They have created the most comprehensive wealth management strategies of anyone I've ever spoken with. They were incredibly patient with me and my wife asking a million questions, and they never talked over our heads. I am very cautious to refer people to companies in case they have a negative experience, but I have enthusiastically recommended their services to friends and family without reservation. Aaron and Jason are incredibly sharp and I am confident that they put our interests above thier own. If you give them a call I am confident you will have the same experience as I have had.

My first experience with a financial advisor was with Chris H. in Pasadena, CA. He managed my money during a heady time—when the markets rose substantially year after year. During that time, my portfolio fell $700,000+!! Chris was a terrific salesman, but a terrible financial advisor and he cost me dearly. Not only did my portfolio shrink by more than $700k, but it should have grown by roughly the same amount; my losses exceeded $1.4 million and I had zero confidence that Chris would have turned that ship around. After that terrible, 5-year relationship, I tried investing in Bitcoin myself only to learn that it takes a certain personality to hold when an asset is falling and to buy it when “experts” are saying the asset won’t recover. I don’t have that certain personality. I sold 5 Bitcoin I bought at $19k when it fell to $7k. I can’t bring myself to see what Bitcoin is trading at today, but I know it’s north of $100k. Sigh. At the same time, I was buying and selling stocks and bonds equally badly. I was burning through my retirement savings. Clearly, I should not be managing my wealth. After selling my Bitcoin and putting my stocks and bonds on hold, I started asking wealthy friends if they were using the services of financial advisors. A very smart and wealthy friend of my sister turned me on to Aaron and Jason at Centerpiece Wealth Advisors. They have been managing my wealth conservatively, and yet they’ve managed to grow my portfolio since inception over 10%. Yes, you read that right. To what do it attribute their success? In a nutshell: They know what they are doing. Plus, we talk regularly. We go over proposed financial moves regularly. We go over strategy. We go over historic reactions to current trends. Well, they do; I listen and ask questions. They explain everything. They’ve never been shy with their time or their advice. And their services extend well behind investing. They prepare and file my income taxes, they advised me on what to do as I approached 65 and Medicare, they are currently helping me with my will, advanced medical directive, creation of a living trust, et cetera…all at no cost to me. All these valuable services are included in the host of services they provide their clients—at no extra charge. I cannot say enough wonderful things about “the guys,” as I fondly refer to them. They have exceeded my expectations in every way.

Aaron and Jason do an outstanding job for us. Their philosophy of tailoring every aspect to our individual needs is amazing.

Aaron and Jason have done a great job with our estate since we joined a few years ago, they focus on the holistic estate not just investments.

My wife and I couldn't be happier that we chose to work with Aaron & Jason at Centerpiece Wealth Advisors. They provide best in class service and council, offering resources and technology that makes understanding your financial situation clear. They go above and beyond in personal engagement and communication. Highly recommend.

Their personable natures are only exceeded by their competency. Not only are they my financial advisors; they have become some of my best friends. We have been with them since their inception and are extremely happy with our results.

Aaron and Jason are a pleasure to work with! Their strong communication skills instill confidence that my personalized financial plan will meet my goals. They listen, ask questions and create a caring atmosphere, not just about my finances, but about me as a person. I appreciate this personal touch! I am confident that their expertise, integrity and exceptional client service will allow my finances to outlive me!

It's hard to find someone you can trust with your finances. Centerpiece’s meetings are comfortable and they’re always willing to explain things in depth. They’re very personable and care about their clients. Want to give them a big thank you for all their hard work and great advice! We really appreciate the guidance they provide. We’re so happy we found them!

Trust and Knowledge. They continue to provide sound financial advice that is very timely. A great team, who has been great for our portfolio.

Exceptional Financial Advisors Who Truly Goes Above and Beyond Working with Aaron and Jason has been a total game-changer for my financial life. From the very first meeting, it was clear that this wasn’t your average financial advisor experience. Not only do they bring deep knowledge and clarity to every conversation, but they also leverage a suite of modern tech tools that make the entire process incredibly streamlined, transparent, and easy to follow. What really stands out is how much more they offer compared to traditional advisors. They’re not just here to help you pick a fund or sell you a product — in fact, one of the most refreshing parts of working with them is that there's absolutely zero pressure or upselling. Everything they recommend is rooted in your goals, not in commissions or quotas. From interactive financial planning software to secure client portals and real-time tools, they make it simple to stay informed and empowered. They take the time to explain things clearly and tailor strategies that actually fit your life — whether it’s tax planning, investment management or long-term wealth-building. If you're looking for someone who is honest, forward-thinking, and genuinely invested in your success, I can't recommend Centerpiece Wealth Advisors highly enough. It’s rare to find companies who combines technical expertise, cutting-edge tools, and a truly human approach. I only wish I had started working with them sooner.

We have been entrusting our financial well-being to Aaron and Jason at Centerpiece for years. They're knowledgeable, responsive, and truly take the time to explain everything clearly. I feel more confident about my financial future thanks to their guidance. Highly recommend!

We find working with Jason and Aaron of Centerpiece Wealth Advisors very easy and without stress. They are quick to explain their rationale for recommendations. They are responsive and very personable. We highly recommend their services.

Centerpiece Wealth Advisors have proven to be outstanding partners. They came highly recommended from a close personal and professional colleague. We made the decision to move our portfolio to them after close coordination and fact finding. Here are the top four reasons we chose them and remain with them. First, the tools they use and expose to their customers are excellent and industry leading. We previously worked with two other big name wealth management firms (almost no matching capability - always had to call and ask for a report to be run). Our dashboard, the document repository, the self service on demand reporting, and their relationship with Fidelity are an unbeatable combination. Second, the financial planning process led to a risk based approach to our portfolio that I have confidence in, and have watched quarter after quarter as we have have adjusted and rebalanced to stay on plan. Over the last couple of years there have been some market ups and downs, and I always felt comfortable with our plan and never felt compelled nor inclined to react. I have especially appreciated the capability to view a Monte Carlo analysis. Third, the triad of tax planning, investment advisory team and estate planning were not possible with previous advisors - Centerpiece helped us pull all the parties together and create a very solid estate plan. Finally, our partners at Centerpiece have done exactly what they told us they would do. We trust them and have 100% confidence in them.

I've been working with Centerpiece for 10+ years. Jason & Aaron are true blue experts in their field, love what they do, treat you like family, and go above and beyond for their clients. They also helped me with my mother's finances in her later years. Also they are just wonderful people who I completely trust.