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:
- Investment Planning
- Risk Management and Insurance Planning
- Banking and Credit Management
- Retirement Planning
- Executive Compensation
- Planning for Incapacity
- Education and Family Support/Governance
- Charitable/Philanthropic giving
- Titling and Beneficiary Designations
- Executor and Trustee Selection
- Distribution of Estate
- Tax Planning
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.
Over two decades of combined experience advising wealthy families, business owners and affluent professionals