A complete list of active advisors currently associated with Centerpiece Wealth Advisor

Warmer can help you find a great advisor at Centerpiece Wealth Advisor or one who fits your needs even better.

Centerpiece Wealth Advisor provides comprehensive financial planning and wealth management to wealthy families, business owners, and affluent professionals, offering written financial plans that cover investment planning, tax planning, risk management, retirement planning and related services. The firm implements those plans through discretionary and non‑discretionary asset management and, for clients meeting its threshold, offers tax filing services tied to assets under management. Investment decisions are built around a client‑specific Investment Policy Statement and fundamental analysis, with portfolios that may include equities, mutual funds, exchange‑traded funds, and a range of fixed‑income and structured instruments. All client accounts are managed through the firm’s wrap fee program—fees bundle advisory, trading and transaction costs—and accounts are custodied at Fidelity under the firm’s directed‑custodian arrangement. What distinguishes the firm from many peers is its exclusive use of a wrap fee program for all clients and its disclosure that it bears trade execution costs and receives a trading and portfolio management interface and research from Fidelity that is not available to retail investors. The advisory team’s professional credentials (including CPA, CFP, PFS and CWS designations), the firm’s small two‑advisor structure with roughly $138.6 million in AUM across about 75 clients, and the $2 million AUM threshold for offered tax‑filing services are additional features that may be less common among similarly sized firms.

To learn more about the advisors currently working at Centerpiece Wealth Advisor, 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.