Centerline Wealth Advisors

07/17/2026

Cheers to a wonderful birthday Lauren! May your day be filled with joy and laughter! 🌷

07/14/2026

An integrative caregiving plan can help you contain costs and take advantage of the various planning and health care resources available. Learn more:https://www.centerlinewealth.com/wp-content/uploads/2026/07/Holistic-Help-for-Caregivers-of-Aging-Parents.pdf

07/07/2026

The system should be the star, not the owner. Businesses that depend on one person are harder to scale, harder to sell, and often worth less. Build a firm that runs on process, consistency, and shared ownership. That’s what creates lasting value.

Learn more: https://www.centerlinewealth.com/2026/06/30/the-system-is-the-star/

The System Is the Star According to Value Builder research, companies where the owner is the hub of the business are 20% less likely to receive an acquisition offer at all. Not a lower offer. No offer. Because a buyer looking at a business that cannot operate without its owner is not looking at a [....

07/03/2026

Have a safe and happy Independence Day!

07/02/2026

Can the AI debt explosion continue?

07/01/2026

With Summer in full swing, here are some important financial dates & deadlines to be aware of in July:
https://www.centerlinewealth.com/wp-content/uploads/2026/03/2026-SUMMER-KEY-PLANNING-INVESTMENT-DEADLINES.pdf

06/19/2026

Cheers to all the amazing dads this Father's Day weekend! Your hard work inspires us all.

06/19/2026

Today as we commemorate Juneteenth, we celebrate freedom and the journey toward equity for all.

06/17/2026

Having a will is necessary, but there is a great deal of information the legal document doesn't include. Here’s what to cover in a supplemental letter that specifies preferences, discloses critical logistic info, and will save your family significant stress during a difficult time:https://www.centerlinewealth.com/wp-content/uploads/2026/06/Last-Will-Testament-Add-a-Letter-Covering-These-14-Wishes.pdf

06/13/2026

IPO Rules