Our Services
High Net Worth Financial Planning for Multi-Generational Families Across Colorado
Planning that fits your life, not the other way around. If you’re seeking a boutique, fee-only relationship that connects financial planning, investment management, tax planning for high income families, and estate alignment, you’re in the right place. Our work centers on high net worth financial planning for Denver-area families—simplifying complexity so you can make confident decisions together.
Is Centerpiece a Fit?
What the right relationship looks like for you. If one or more of these statements resonates, we’re likely a strong match: a complex tax picture; multiple accounts or entities across custodians; executive compensation or equity/RSUs; charitable intent you want reflected in your plan; or multi-generational wealth planning with clear roles, responsibilities, and legacy goals.
Planning Areas We Cover
From today’s decisions to tomorrow’s legacy. We help you map retirement income, evaluate equity compensation, and coordinate charitable giving. Education planning sits alongside risk management, cash reserves, and insurance reviews. When liquidity events appear, we plan for taxes and portfolio changes, and keep estate alignment current so titling and beneficiaries match your intentions.
Collaboration
A coordinated team for a cohesive plan. We work directly with your attorney and outside CPA—or serve as your single point of contact if you prefer one lead. The outcome is an integrated plan where investments follow your goals, taxes are considered before decisions are made, and documents reflect what you want for the next generation.
Newsletter
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Questions High-Net-Worth Families Ask
What asset levels do you serve?
We typically work with high-net-worth households; contact us for current minimums and to discuss fit.
Do you work with business owners?
Yes—personal planning, liquidity planning, and legacy strategies that align with your broader goals.
How often do we meet?
Typically 2–4 times in year one; at least twice annually thereafter, with ad-hoc conversations as needed.
Will you coordinate with my attorney/CPA?
Yes—we collaborate to execute your plan and keep all parties aligned.
Can you help with charitable giving?
Yes—QCDs, bunching strategies, donor-advised funds, and legacy planning can be woven into your overall plan.
Ready to Plan for Tomorrow?
Tell us what you’d like to accomplish. A brief conversation helps us understand your priorities and outline next steps that connect planning, investments, taxes, and estate alignment.