It’s important to us that our team provides an excellent experience for you. We believe in a very detail-oriented process for making sure we stay on top of important financial and risk factors that could impact your life. We subscribe to the theory; “there are no mistakes in life, only the ones we don’t learn from.”
In that vein, we’d would love to know how you think we are doing so far.
We provide advice that is 100% objective, transparent and free from outside influence. As fiduciaries for our clients, we are legally bound to place their interests above everything else we do.
We have selected Charles Schwab to hold all client assets on our behalf. This selection was made on a completely objective basis—we have no affiliation with or commitment to Charles Schwab. As of now, we believe it is the best firm for the job; should that change, we will find a different
custodian to serve our clients.
We maintain a strategic partnership with Dynasty Financial Partners, a firm that gives us unfettered access to some of the industry’s leading products and services. Instead of being captive to one company, our clients benefit as we seek the absolute best solutions for their comprehensive planning needs including opportunities in the world’s top capital markets, advantageous lending solutions, investment banking relationships, asset management strategies, liability risk mitigation, estate planning, and much more.
As independent advisors and fiduciaries, we are uniquely equipped to realize plan goals because our advice is based on the strategies and investment choices that are optimal for each client. As a result, we can operate on a simple fee structure that reflects a percent of total assets managed. At Centerline, we believe that it’s only when our clients succeed that we do.
You are now leaving the Centerline Wealth Advisors website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Centerline Wealth Advisors or any advisor(s) whose name(s) appears on this Website. Centerline Wealth Advisors is independently owned and operated. Schwab neither endorses nor recommends Centerline Wealth Advisors. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Centerline Wealth Advisors under which Schwab provides Centerline Wealth Advisors with services related to your account. Schwab does not review Centerline Wealth Advisors' website, and makes no representation regarding the content of the website. The information contained in Centerline Wealth Advisors’ website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
