Centerpiece Wealth Advisors

Centerpiece Wealth Advisors We are a fee-only, fiduciary advisor. We educate and advise our clients on financial planning, investments, taxes, and estate planning.

We help our clients have financial clarity, confident, and peace of mind so they can be present for what matters most! We educate and advise clients on financial planning, investments, taxes, and estate planning. Our clients are at the center of everything we do. We help them have financial clarity, confidence, and peace of mind so they can be present for what matters most. Our purpose is to build

authentic relationships and improve the lives of the people we serve by working through their questions and concerns around money and guiding them to a place of financial well-being. We specialize in serving individuals preparing for retirement or recently retired, as well as families seeking multi-generational wealth planning. Our expertise is tailored for those with investible assets of $2,000,000 or more. Together, we create a personalized roadmap for managing your wealth that is driven by your priorities, concerns, vision, and values. Our services include financial planning, investment management, tax planning and preparation, and estate planning. Your success is our success.

“Is the market too high to stay invested right now?” That was the question during a recent review as a couple juggled a ...
08/31/2026

“Is the market too high to stay invested right now?” That was the question during a recent review as a couple juggled a bucket-list trip to Japan and looming tax payments. We pulled up the data: record index levels, yes—but price-to-earnings ratios actually falling thanks to double-digit profit growth. In other words, earnings have been sprinting faster than prices. We kept their mix at 70 % stocks / 30 % bonds—enough equity to outpace inflation, enough ballast to weather the next dip—and agreed to treat any future Fed-induced pullback as a buying opportunity, not a reason to bail. The relief on their faces reminded me that good planning isn’t about predicting headlines; it’s about staying disciplined when headlines get loud. How does your allocation hold up against the noise?

Last week, the S&P 500 briefly hit record highs, and the Nasdaq drew fresh enthusiasm for AI infrastructure spending. Ho...
08/18/2026

Last week, the S&P 500 briefly hit record highs, and the Nasdaq drew fresh enthusiasm for AI infrastructure spending. However, Friday reversed some of that optimism, as sluggish retail sales and rising oil prices tied to Strait of Hormuz tensions pointed to a slowing consumer colliding with a potential energy shock.

Swipe for more information. And as always, do not hesitate to reach out with any questions or concerns. We are here to be a resource for you.

Markets edged higher last week; however, that narrow leadership came as tensions around Iran and oil kept investors on e...
07/14/2026

Markets edged higher last week; however, that narrow leadership came as tensions around Iran and oil kept investors on edge and put pressure on the Federal Reserve ahead of its late-July meeting. Swipe to learn more.

As always, we are watching the market and are here to help keep you informed about the current financial climate. If you have any questions about your portfolio, don't hesitate to reach out. We are here to be a resource for you.

U.S. stocks rallied broadly last week, with solid early earnings reports and signs of easing tensions in the Middle East...
04/22/2026

U.S. stocks rallied broadly last week, with solid early earnings reports and signs of easing tensions in the Middle East. Bond yields stayed relatively steady, and the Federal Reserve still looks unlikely to cut rates anytime soon. Swipe for more information.

As always, we are watching the market and are here to help keep you informed about the current financial climate. If you have any questions about your portfolio, don’t hesitate to reach out. We are here to be a resource for you.

U.S. markets posted their best weekly gain this year, with the major indexes all closing firmly in the green even amidst...
04/13/2026

U.S. markets posted their best weekly gain this year, with the major indexes all closing firmly in the green even amidst uncertainty surrounding the conflict in Iran. Additionally, March’s data releases gave a clearer picture regarding inflation and the job market. Swipe for more information.

As always, we are watching the market and are here to help keep you informed about the current financial climate. If you have any questions about your portfolio, don’t hesitate to reach out. We are here to be a resource for you.

The Federal Reserve (Fed) concluded its first policy meeting of 2026 on March 18th, opting to hold interest rates steady...
03/20/2026

The Federal Reserve (Fed) concluded its first policy meeting of 2026 on March 18th, opting to hold interest rates steady. Below is an overview of the key takeaways from the meeting and what this may mean moving forward.

Know that we are keeping a close eye on economic data and policy developments as they unfold. As always, if you would like to talk through your portfolio or investment strategy, please don't hesitate to call us.

We recognize how difficult it can be to set aside the strong emotions that often arise during major geopolitical events,...
03/09/2026

We recognize how difficult it can be to set aside the strong emotions that often arise during major geopolitical events, such as the start of the war in Iran on February 28, 2026. However, as difficult as it may be, investment decisions driven by short-term fear should be avoided, as history has consistently shown that long-term investing outshines attempts to time the market during periods of volatility.

Here is what we know so far:

💠Oil prices have risen and may continue to increase, with the Strait of Hormuz effectively closed.
💠Global markets have closed lower and may continue to experience volatility in the coming days.
💠Gold, a safe-haven asset, has surged.
💠There is some risk of limited economic impacts tied to these developments, depending on how the situation unfolds.

However, there are still unknown variables, including how long the war will last, whether the conflict will expand beyond the current fighting in Iran and Hezbollah, and who will rise to power in Iran.

Ultimately, the decisions made by Iran, Israel, the United States, and other countries may influence markets and the broader economy

We understand that periods like this can feel uncertain. Please know that we are actively monitoring developments, assessing long-term opportunities, and considering your specific financial situation. We will continue to keep you informed of meaningful market and economic updates.

If you have questions in the meantime, do not hesitate to reach out.

Last week brought two unwelcome surprises: a 35% spike in crude oil prices triggered by U.S. military conflict with Iran...
03/09/2026

Last week brought two unwelcome surprises: a 35% spike in crude oil prices triggered by U.S. military conflict with Iran and a disappointing jobs report. Stocks drifted lower, volatility picked up, and the message from markets was cautious but not panicked.

As always, we are watching the market and are here to help keep you informed about the current financial climate. If you have any questions about your portfolio, don’t hesitate to reach out.

Last week delivered whipsaw action with U.S. stocks suffering a sharp tech-led selloff midweek before roaring back. Addi...
02/10/2026

Last week delivered whipsaw action with U.S. stocks suffering a sharp tech-led selloff midweek before roaring back. Additionally, the S&P 500 narrowly avoided its worst weekly drop since October. Swipe through for more insights.

As always, reach out to our team with any questions or needs. We are here as a resource for you.

The year we've just closed offered one of those rare combinations: solid economic growth, easing inflation, and strong m...
01/05/2026

The year we've just closed offered one of those rare combinations: solid economic growth, easing inflation, and strong market returns, all while headlines screamed uncertainty at every turn. Swipe through for a review of 2025.

As always, reach out to our team with any questions or needs. We are here as a resource for you.

Address

6400 S Fiddlers Green Circle, Suite 300
Greenwood Village, CO
80111

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17206426610

Website

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