Centerpiece Wealth Advisors

build wealth, navigate retirement

Certified public accountant in Greenwood Village, CO (show on map)

5.0

★★★★★

28 reviews

Denver Wealth Management for Colorado Families & Professionals helping clients build wealth, navigate retirement and partner with investors who have $1,000,000 or more in investable assets.

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About

Together, we build a personalized financial roadmap that is driven by your goals, concerns, vision, and values, and integrates financial planning, investment management, tax strategies, and estate planning. We help our clients build wealth, navigate retirement and partner with investors who have $1,000,000 or more in investable assets.

Fee-only, fiduciary advisor

Integration of financial planning, investment management, tax strategies, and estate planning

Specialization in clients with $1,000,000+ in investable assets

Year-round tax planning and proactive wealth management

Services

Financial Planning

Personalized financial roadmap integrating goals, values, and strategies across cash flow, portfolios, taxes, and estate coordination for Denver-area households and clients across Colorado.

Goal-driven planning Integration of financial, investment, tax, and estate strategies

Investment Management

Management of investment portfolios tailored to risk tolerance, time horizon, and financial goals, integrated with overall financial plan.

Risk-based portfolio construction Ongoing monitoring and rebalancing

Tax Planning and Preparation

Strategic tax planning year-round, proactive management of tax burden, coordination with CPA for individual returns, and specialized strategies like Roth conversions and charitable giving.

Year-round tax strategy Roth conversion modeling Charitable giving optimization

Estate Planning

Comprehensive estate planning services including wills, trusts, beneficiary designations, and coordination with attorneys for seamless wealth transfer.

Will and trust creation Beneficiary coordination Legacy planning

Credentials & Certifications

CFP®

ChFC

CPA

Reviews

Rating

★★★★★

Reviews

"Their personable natures are only exceeded by their competency."

Frequently Asked Questions

What asset levels do you serve? +

We typically work with individuals or households with $1,000,000 or more of investable assets.

Do you help with retirement planning? +

Yes—specializing in retirement planning including determining when you can retire, managing cash flow, optimizing Social Security, reviewing Medicare, planning for required minimum distributions, managing sequence of return risk, etc.

How often do we meet? +

During the first year, as often as needed to implement all of the planning ideas. After that, three scheduled reviews per year to review your portfolio, financial plan, taxes, and estate plan. Additionally, we are available for periodic meetings to review questions and analyze key decisions.

Will you coordinate with my attorney/CPA? +

Yes—collaborate to execute your plan and keep all parties aligned.

Can you help with charitable giving? +

Yes—QCDs, bunching strategies, donor-advised funds, and legacy planning can be woven into your overall plan.