A complete list of active advisors currently associated with Centerline Wealth Advisors, LLC

Warmer can help you find a great advisor at Centerline Wealth Advisors, LLC or one who fits your needs even better.

Centerline Wealth Advisors works with individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities to provide wealth management, financial planning and consulting, and retirement plan advisory services. The firm also offers a branded Biz2Beach® exit planning service and facilitates implementation through third-party sub-advisors and Dynasty’s platform, while incorporating fee-based insurance products into client engagements. The firm describes an investment process rooted in an asset-allocation approach derived from Modern Portfolio Theory, using ETFs, mutual funds, individual securities, municipal and corporate bonds, and independent managers, with ongoing monitoring and rebalancing. Centerline can delegate day-to-day trading to third-party managers via Dynasty’s SMA/UMA programs, lists margin transactions among its investment strategies, and uses the Pontera system to view and manage held-away accounts. Notable distinctions in the brochure include that firm representatives act as insurance agents/brokers and the firm may charge an advisory fee on managed insurance products, a potential conflict the disclosure addresses. The brochure also details the firm’s use of Dynasty’s TAMP and separate program fees, the Biz2Beach exit-planning offering, and an explicit disclosure that the firm does not provide cash or non-cash compensation for testimonials or endorsements.

To learn more about the advisors currently working at Centerline Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.