Studies show the primary reason clients end the relationship with their advisor is a breakdown in communication. We have taken action at Centerpiece to ensure you always feel that you've been heard, and your situation is at the forefront of what we do.
We understand your frustration. Here is how Centerpiece places our clients at the center.
Clarity
Feel in the know when it comes to your wealth strategy with our quarterly investment reviews, where your input is valued and encouraged
Confidence
Understand your financial strengths with 24 hour access to your financial plan wherever you are.
