Centerline Wealth Advisors Form CRS: Click here to View Form CRSClick here to Download Form CRS
Centerline Wealth Advisors Form ADV: Click here to View Form ADV
Certified Financial Planner ® (CFP®) Designation Information: Click here
Certified Exit Planning Advisor® (CEPA®) Designation Information: Click here
Accredited Investment Fiduciary® (AIF®) Designation Information: Click here
Certified Student Loan Professional® (CSLP®) Designation Information: Click here
Use of the Centerline Wealth Advisors Website
The Centerline Wealth Advisors website is intended only for your personal, non-commercial use, unless you and Centerline Wealth Advisors have agreed otherwise in writing.
Centerline Wealth Advisors
Centerline Wealth Advisors is an SEC-registered investment adviser with offices in Louisville, KY. A copy of our written disclosure statement discussing services and fees is available upon request.
Before investing, consider the investment objectives, risks, charges and expenses of the fund and its investment options. Contact Centerline Wealth Advisors for a prospectus containing this information. Read it carefully.
An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.
Information for Foreign Investors
The Centerline Wealth Advisors website is intended to be made available only to persons in the United States, and the information on this website is for such persons only. Nothing on the Centerline Wealth Advisors website shall be considered a solicitation to buy or an offer to sell a security, or any other product or service, to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction.
No Investment Recommendations or Professional Advice
Generally, the Centerline Wealth Advisors website is not intended to provide tax, legal, insurance or investment advice, and nothing on the Centerline Wealth Advisors website should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by Centerline Wealth Advisors or any third party. However, certain tools available on the Centerline Wealth Advisors website may be deemed to provide general investment advice within the meaning of the securities laws based upon our clients’ personalized input.
Copyright Policy, Linking Policy and Trademarks
The Centerline Wealth Advisors website is protected by applicable copyright laws. Accordingly, you may not copy, distribute, modify, post or frame-in the Centerline Wealth Advisors website, including any text, graphics, video, audio, software code, user interface design or logos.
Unless you and Centerline Wealth Advisors have agreed otherwise, links from another website to the Centerline Wealth Advisors website must revert to the top-level homepage of the Centerline Wealth Advisors domain (www.CenterlineWealth.com).
In order to avoid confusion if you do link from another website to the Centerline Wealth Advisors top-level homepage, your website, and the link itself, may not suggest that Centerline Wealth Advisors endorses, sponsors or is affiliated with any non-Centerline Wealth Advisors website, entity, service or product, and may not make use of any Centerline Wealth Advisors trademarks or service marks other than those contained within the text of the link.
All trademarks and service marks on the Centerline Wealth Advisors website belong to Centerline Wealth Advisors or an affiliate, except third-party trademarks and service marks, which are the property of their respective owners.
If you believe that your work has been copied in a way that constitutes copyright infringement, please provide Centerline Wealth Advisors with the following information:
- A physical or electronic signature of a person authorized to act on behalf of the owner of the copyright allegedly infringed;
- A description of the copyrighted work that you claim has been infringed, or, if multiple copyrighted works are the subject of a single notice, a representative list of such works;
- An identification of the allegedly infringing material, and a description of where that material is located on the Centerline Wealth Advisors website;
- Your address, telephone number, and email address;
- A statement by you that you have a good-faith belief that use of the disputed material in the manner complained of is not authorized by the copyright owner, its agent, or the law;
- A statement by you, made under penalty of perjury, that the information you provide in your notice is accurate and that you are the owner of the allegedly infringed copyright, or that you are authorized to act on behalf of the copyright owner.
Any and all official complaints should be directed to info@CenterlineWealth.com.
Centerline Wealth Advisors (“Centerline Wealth Advisors”) is an SEC-registered investment adviser with offices in Louisville, KY. Centerline Wealth Advisors and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisers by those states in which Centerline Wealth Advisors maintains clients. Centerline Wealth Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The Centerline Wealth Advisors website is limited to the dissemination of general information pertaining to its Advisors’ services, together with access to additional investment-related information, publications and links. Accordingly, the publication of the Centerline Wealth Advisors website on the Internet should not be construed by any consumer and/or prospective client as Centerline Wealth Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Centerline Wealth Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Centerline Wealth Advisors, please contact the SEC or the state securities regulators for those states in which Centerline Wealth Advisors maintains a notice filing. A copy of Centerline Wealth Advisors’ current written disclosure statement discussing Centerline Wealth Advisors’ business operations, services and fees is available from Centerline Wealth Advisors upon written request. Centerline Wealth Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Centerline Wealth Advisors website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Schwab is a registered broker-dealer, and is not affiliated with Centerline Wealth Advisors or any advisor(s) whose name(s) appear(s) here. Centerline Wealth Advisors is independently owned and operated. 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 the Centerline Wealth Advisors materials, and makes no representation regarding information contained in the Centerline Wealth Advisors marketing materials, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Centerline Wealth Advisors), will be profitable or equal any historical performance level(s).
Certain portions of the Centerline Wealth Advisors website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Centerline Wealth Advisors’ (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Centerline Wealth Advisors or from any other investment professional. Centerline Wealth Advisors is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Centerline Wealth Advisors is engaged, or continues to be engaged, to provide investment Advisor services, nor should it be construed as a current or past endorsement of Centerline Wealth Advisors by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the Centerline Wealth Advisors website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Centerline Wealth Advisors, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to the Centerline Wealth Advisors website, to release and hold harmless Centerline Wealth Advisors, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Centerline Wealth Advisors.
This website is provided for informational purposes only. Investing involves risk and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. No portion of any statement included herein is to be construed as a solicitation to buy or sell a security or the rendering of personalized investment advice over the Internet. Centerline Wealth Advisors is an SEC registered investment adviser that maintains a principal place of business in the State of Kentucky. The firm may transact business only in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Centerline Wealth Advisors registration status and business operations, please consult the Firm’s Form ADV disclosure documents, available upon request.