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 with their financial challenges.

Tailored & Comprehensive Wealth Management

Our interests are truly aligned with our clients through comprehensive tailored wealth management planning, both inside and outside the portfolio:

Customized & Tailored through Non-Discretionary Partnership

We partner with our clients at least every quarter and value their input prior to making any changes to their wealth management/investment plan.

Experience

Over two decades of combined experience advising wealthy families, business owners and affluent professionals

Team

Beau Pollard

Beau Pollard

Beau joined with his partner Jason Baer to found Centerpiece Wealth Advisor and specializes in complex financial planning for high net worth clients. Prior to founding Centerpiece, Beau worked as a VP Financial Consultant for Charles Schwab, and managed a book of over 300 households valued at nearly half a billion dollars. Beau earned a business degree from the University of Phoenix and has obtained the Certified Financial Planning® and Certified Wealth Strategist® designations.

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Beau's background doesn't match his current day to day coming from a family owned peanut farm in Florida, and working mostly blue collar jobs including law enforcement, serving in Operation Iraqi Freedom, and building steel joists on an assembly line for US Steel. His diverse background and hard work ethic have proven over and over to be an edge for creating lasting relationships with a broad range of clients.

The most rewarding parts of Beau's life are found in family. Seth his son and Kristin his wife provide a constant sense of purpose and reward every day. Kristin is an extremely talented Interior Designer and manager of chaos. Seth shares his love of comedy and never ceases to amaze in his ability to become any character from any movie, much like his dad. Hobbies can be tough to maintain with a family and full work load, but Beau enjoys movies and comedy more than any other form of entertainment and has built up to almost amateur status with his home-made BBQ pit.

Jason Baer

Jason Baer

Jason joined with his partner Beau Pollard to found Centerpiece Wealth Advisor and has been in the Financial Industry for over a decade. He specializes in holistic wealth management planning and comprehensive portfolio management for affluent clients. Prior to joining Centerpiece, Jason was a Senior Portfolio Manager for Charles Schwab Private Client for 7 years and managed a book of business with roughly 200 clients valued around $350 million of assets under management. Jason earned a business degree from the Metropolitan State University of Denver and has obtained the CFP® and CWS® designations.

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The experience and knowledge of being able to manage a comprehensive investment plan in lieu of taxable investments, tax deferred investments, tax free investments to real estate, etc. has allowed Jason to truly customize a portfolio that is specific and unique to every client that he works with. Jason's unique non-discretionary partnership allows him to have a frequent communication plan with his clients that allows each client to truly be involved with the planning process every step of the way.

The most rewarding parts of Jason's life are found in family and in his faith. Dublin and Finley, ages 18 months and 4 are his proudest moments in his life. When Jason is not helping families, you will find him down at the local park playing with his kids, coaching his son's soccer team, playing drums in his church worship team, to hiking and skiing in the mountains. Jason is a member of the Association for Financial Planning, the Castle Rock Rotary Club and commits himself to serving other's in his community.

Contact

For more information or to schedule a meeting, write us at info@centerpiecewealthadvisors.com

Beau Pollard

beau@centerpiecewealthadvisors.com
720-409-3176

Jason Baer

jason@centerpiecewealthadvisors.com
720-409-3177