Centerline Wealth Advisors

Guiding you on a path to financial success.

 

Delivering fiduciary investment advice and financial planning services to provide focused, long-term support for all aspects of our clients' financial lives.

Discover How Our Team Leads Unique Individuals Like You on Your Own Journey to Financial Prosperity

At Centerline Wealth Advisors, we enjoy helping families and individuals coordinate the financial details of their lives, so they can focus on career, spending time with family, and passions in life.

Our Core Services take you through the process of crafting a personal financial plan and analyzing all areas of your financial life.

 

 

Core Services

Centerline's Core Services


Specialized Services

In addition to our Core Services, we offer many specialized services we have developed over years of working with families just like yours.  Not everyone has the same needs or goals, so we have identified many unique planning opportunities.

Families and Individuals

Family Wealth Briefings- How do I prepare my family to receive my wealth?
Charitable Gifting Strategies- How can I best help others and save taxes?
College Planning- How much do I save and how does the enrollment process work?
Tax Planning- How do I make sense of my tax return and save on my tax bill?

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Physicians

Risk Management and Insurance Needs- Am I over or under insured?
Cash Flow and Budgeting- How much should I spend on a house and still fund my lifestyle?
Student Loans- What is my best strategy for loan repayment?
Company Benefits Analysis- Which options should I choose?

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Business Owners

Cash Management- How should I protect and grow my operating cash?
Succession Planning- How will my business survive if I am not at the wheel?
Exit Planning- How can I maximize the value of my business and transition it when I'm ready?
Corporate Retirement Plans- How do I best save taxes and retain key employees?

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Centerline Biz2Beach Exit Planning Program

Our customized Exit Planning program, Biz2Beach™, helps business owners maximize the value of their business and ensures they are ready for the day their exit arrives.

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Mission

 Centerline Wealth Advisors was launched with a singular mission: to provide sound, insightful guidance as fiduciaries to our client families.

Mission logo image

To fulfill our mission, we leverage our profound experience in the financial and investment areas, our fluency with advanced technology and our dedication to cultivating strong and lasting client relationships. The financial plans we develop are sensible, intelligent and straightforward. Comprehensive in scope with a long-term perspective, our plans address the precise needs and objectives of each client family…today and for future generations.

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Our Team

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Interested to learn more?

CLICK HERE to send us a message if you would like to set up a time to talk more about how Centerline can help you.

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Find us:

Address: Ormsby III Bldg., 10200 Forest Green Blvd
Suite 311, Louisville, KY 40223
Phone: (502) 242-1561
Email: info@centerlinewealth.com

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Map showing where Centerline's office is located

 

 

Certified Exit Planning Advisor Designation

Certified Student Loan Professional Designation

Accredited Investment Fiduciary Designation