Our Services
High Net Worth Wealth Management for Individuals and Families Across Colorado
If you’re seeking a boutique, fee-only wealth advisor that integrates financial planning, investment management, tax planning for high income families, and estate planning, you’re in the right place. We specialize in building wealth and navigating retirement and partner with investors who have $1,000,000 or more in investable assets.
Is Centerpiece a Good Fit?
What the right relationship looks like for you. If one or more of these statements resonates, we’re likely a strong match: wants to see the big financial picture; values financial planning; wants tailored investment management; coordinate taxes; multiple accounts; 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.
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Questions High-Net-Worth Families Ask
What asset levels do you serve?
We typically work with individuals or households with $1,000,000 or more of investable assets.
Do you help with retirement planning
Yes—we specialize in retirement planning, including: determining when you can retire, how much you can afford to spend, managing cash flow, optimizing Social Security, reviewing Medicare, planning for required minimum distributions, managing sequence of return risk, etc...
How often do we meet?
During the first year, as often as needed to implement all of the planning ideas. After that, we have three scheduled reviews per year to review your portfolio, financial plan, taxes, and estate plan. Additionally, we are available for periodic meetings to review questions and analyze key decisions.
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.