“Will my family be prepared to receive my wealth? I need a Fiduciary
team to help me, and eventually them, make good decisions.”
“I’m so wrapped up in managing my family’s needs
that I don’t have time to plan for the future.”
“How will I manage my wealth effectively, satisfy my goals in
retirement, and pass my assets effectively to the next generation?”
Core Services
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 to analyze all areas of your financial life.
You
Areas of Focus
In addition to the Core Services we offer all clients, our experience working with Families and Individuals has helped us identify specific areas of focus. We work with you, hand in hand, in these areas with the goal of enhancing your personal and financial life.
Financial Planning
Am I going to be OK financially, and how do I prepare
my family to receive wealth when I’m gone?
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?
Case Studies
Navigating Complexity: Empowering Jordan’s Financial Journey After Loss
Jordan is in her late 50s and was a partial owner in her late husband’s business. She came to us when she was facing many challenges following the passings of her husband and mother. As a young, recent widow, she turned to us to help make sense of all the pieces and work with her, her CPA, and her estate attorney. Her financial and tax situation was very complex as she was involved in a family-owned business and had inherited assets that she didn’t know how to manage.
Am I Going to be OK Financially After Divorce?
Serena and her husband were married for over 20 years. Unfortunately, they decided to divorce in 2023, and she was understandably devastated by this turn of events. The many big decisions began to mount and she started to feel overwhelmed by the associated financial uncertainty. We helped answer her questions like “What is my husband’s medical practice worth?”, “What am I entitled to?”, “Will I be able to keep my expensive house?”, and “Will I be okay financially and how will I make my resources last?”.
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