Most successful families have a multitude of responsibilities and enormous demands on their time. Finding a source of trusted objective advice, delivered in a fiduciary capacity, is crucial to sustaining long-term financial health.

At Centerline Wealth Advisors, our core function is to help families and individuals deal with life’s complex financial challenges. We help them coordinate and organize – simplify and resolve – optimize and capitalize on every decision they face. We use a proven process that starts with an individually crafted financial plan that serves as a roadmap to guide us on a journey together. On that journey, we’ll coordinate and focus on several key areas.

Areas of Focus:

  • Investment & Financial Planning
  • Estate Planning
  • Retirement Planning
  • Risk Management and Insurance Needs
  • Cash Flow & Budgeting
  • Assistance to Loved Ones
  • Tax Planning
  • College Planning
  • Social Security Planning
  • Charitable Gifting Strategies
  • Company Benefits Analysis
  • Family Wealth Briefings

Learn more about our financial planning process.

Give us a call at 502-242-1561 or send an email to if you would like to learn more about how Centerline Wealth Advisors can help you meet your goals!