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© 2019 by Centerpiece Wealth Advisors created with Wix.com

An independent advisor for the financially independent!

At Centerpiece, we are committed to being the most valued and trusted advisor for each of our clients. We strive to help the families we serve protect, preserve, grow, and impart their wealth for generations to enjoy.

We stand resolute in our responsibility to provide customized and tailored ideas, suggestions, and alternatives that are relevant to our clients and their unique situation. Our promise is to not just put the client first, but to center our strategic levels of expertise on the client and their family - helping every affluent household enjoy financial independence.

Wealth Management Issues

o   Investment Planning

o   Risk Management

 

 

o   Retirement Planning

 

 

o   Charitable Giving

o   Banking & Credit Management


 

o   Executive Compensation

o   Business Succession Planning

o   Distribution of Estate

o   Insurance Planning

o   Protection Strategies

o   Education & Family Support

o   Tax Planning

Our Team

 

Beau Pollard

Beau Joined with his partner Jason Baer to found Centerpiece Wealth Advisor LLC and specializes in complex financial planning for high net worth families.  Beau worked as a VP Financial Consultant for Charles Schwab, prior to founding Centerpiece. He managed a book of over 300 households valued at nearly half a billion dollars, and worked with some of Schwab's wealthiest households.  Beau holds a bachelor’s in science and has obtained the Certified Financial Planner™ designation (CFP®) as well as being a Certified Wealth Strategist™.

Jason Baer

Jason joined with his partner Beau Pollard to found Centerpiece Wealth Advisor LLC, and has more than a decade of experience in comprehensive wealth management.  His specialty and primary role in the firm is customized and tailored portfolio management that matches the financial plan of the families at Centerpiece Wealth Advisor LLC.  Prior to his partnership at Centerpiece, Jason was a senior Portfolio Manager for Charles Schwab Private Client, and managed a book of roughly 200 clients valued at over $350 million dollars.  Jason holds a business degree and has obtained the Certified Financial Planner™ designation (CFP®) as well as being a Certified Wealth Strategist™.

 

Our Locations

DENVER OFFICE.png

OFFICE LOCATIONS IN DENVER!  ACCESS TO SATELITE OFFICES ALL OVER THE COUNTRY!

HEAD QUARTERS

4600 SYRACUSE 9TH FLOOR

DENVER CO, 80237

 
For any inquiries, please call or email us:

Beau Pollard CFP® CWS®

Office Line │ (720) 409-4176

beau@centerpiecewealthadvisors.com

Jason Baer CFP® CWS®

Office Line │ (720) 409-4177

jason@centerpiecewealthadvisors.com