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.

September brought the Federal Reserve’s first rate hike since 2023, rising Treasury yields, and another jump in energy p...
10/06/2026

September brought the Federal Reserve’s first rate hike since 2023, rising Treasury yields, and another jump in energy prices as the U.S.-Iran conflict kept pressure on fuel costs.

The month also highlighted a growing divide in the market. AI and technology stocks helped lift the Nasdaq, while the S&P 500, Dow, and smaller companies struggled under the weight of higher rates. At the same time, stronger-than-expected economic growth gave the Fed more room to keep policy tight. Swipe to learn more.

As always, if any of this raises questions about your own portfolio, our team is just a call or email away. Don’t hesitate to reach out.

Markets grew more volatile last week. Oil pushed above $100 a barrel, and Treasury yields rose as inflation data pointed...
09/16/2026

Markets grew more volatile last week. Oil pushed above $100 a barrel, and Treasury yields rose as inflation data pointed to persistent price pressure. Together, these developments revived worries that interest rates could stay elevated longer than investors had expected. Swipe to learn more.

As always, know that we are keeping a close eye on developments. If you have any questions or would simply like to check in on your current strategy, please don’t hesitate to reach out. We are here to help.

August saw inflation hold above the Federal Reserve’s target, bond yields stay elevated, and oil swing sharply on geopol...
09/03/2026

August saw inflation hold above the Federal Reserve’s target, bond yields stay elevated, and oil swing sharply on geopolitical tensions.

The economy wasn’t faltering, just running at two speeds, as demonstrated by strong performance from the services sector, which was offset by a marked pullback in the manufacturing sector. That divide, layered on top of a low-hire, low-fire labor environment and persistent inflation, complicates the outlook for both growth and Fed policy. Swipe to see more.

As always, if any of this raises questions about your own portfolio, we are just a call or email away. Helping you make sense of it all is exactly what we are here for.

“Why hasn’t anyone ever shown us this before?” That was the quiet question that came through a crackly mountain Wi-Fi li...
09/03/2026

“Why hasn’t anyone ever shown us this before?” That was the quiet question that came through a crackly mountain Wi-Fi line during a review with a couple and their adult children. We’d just finished mapping their taxes, investments, and estate flow on one screen—no jargon, no hand-offs—when the lightbulb went on. For years they’d been given generic “60/40” sound bites and quarterly statements; what they really needed was a team that could connect the dots between RMDs, rental income, and the next generation’s goals. Watching three generations nod in unison reminded me that clarity, not complexity, is the centerpiece of good advice. If your family conversations about money still feel like separate puzzles, maybe it’s time to put all the pieces on the same table.

“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.

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

Alerts

Be the first to know and let us send you an email when Centerpiece Wealth Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Centerpiece Wealth Advisors:

Shortcuts

Share

Category