Feel connected to your financial situation and live with peace of mind knowing you're at the center of every financial decision.
Advice is better without an agenda. You need a fiduciary not motivated by commission or bonuses to act in your best interest.
We are fee-only. No commissions, no bonuses, no one-time fees for service.
As a fiduciary, we are held to the standard of doing what is in your best interest.
The advice we provide is holistic - cash flows, taxes, portfolio management, and estate planning all under one roof.
Partner with Centerpiece to ensure you have the knowledge, experience, and resources to overcome the primary concerns of today's financially independent!
The most successful wealth builders have mastered the climb, But what about the descent?
The majority of retirees or independently wealthy focused all of their efforts on accumulation. Enjoying the fruits of your labor, and leaving a legacy presents a different set of obstacles.
You've learned that every dollar counts and compounding over time is powerful. You didn't get where you are by being complacent about accumulating wealth.
We provide you with peace of mind by combining taxes, estate planning, and portfolio management into one cohesive strategy tailor-fit to you. We make it easy to be financially independent.
Stop dreading every April 15th guessing what your tax situation will be. Centerpiece does the tax planning and tax filing for you.
No more cookie cutter portfolio advice. We structure each account with the investment vehicles that make the most sense for you.
Rest easy knowing your documents are in order, and that you only paid for legal advice that fits your needs.
Affiliations and Certifications
How to structure investment income to minimize taxes
You no longer have to work to sustain a fun and healthy lifestyle. You may say retired. We call this financially independent, and there are huge benefits in structuring your income stream in a way that minimizes your taxes.
Educate yourself on the full spectrum of income taxes.
Learn how to structure your investments with a focus on after-tax yield.
Be the investor that understands how the transfer tax regime is structured and how it affects you.