CW
Centerline Wealth Advisors
Conseil fiduciaire indépendant avec service de conciergerie pour une tranquillité financière durable.
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Business
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Conseil fiduciaire indépendant avec service de conciergerie pour une tranquillité financière durable.
Centerline Wealth Advisors à Louisville propose des conseils financiers fiduciaires indépendants avec une approche de type conciergerie. Fort de plusieurs décennies de confiance de la clientèle, l'équipe met l'accent sur l'éducation, la planification de la retraite et la planification successorale, en fournissant des conseils proactifs et clairs ainsi qu'un service réactif. Les clients décrivent l'entreprise comme de premier ordre, accueillante et constamment fiable.
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Gestion complète de portefeuille d'investissements adaptée à vos objectifs financiers et à votre tolérance au risque.
Planification stratégique de la retraite, y compris des stratégies de revenu, l’optimisation fiscale et la sécurité financière à long terme.
Conseils sur les testaments, les fiducies et les stratégies successorales pour protéger et transférer le patrimoine de manière efficace.
Conseil financier personnalisé et planification pour les transitions de vie, le financement des études et la croissance du patrimoine.
Agir dans votre intérêt avec des conseils transparents, sans conflit d'intérêts et une gestion des investissements.
Note globale
Linda Hundley
My financial journey began with Andy in 1996. At that time, I was recently divorced, lost my mother and completely uneducated on the financial front. My previous husband had taken care of all our financial needs. I didn’t even know how to gather information to file taxes. Yes, I was one of those “shoebox” filers with the tax advisor. I was fortunate enough to make an appointment with the first financial firm young Andy represented at that time. That’s when the “educational process” started. He was patient, kind and very understanding. Through three decades Andy has asked some tough, thought provoking, and futuristic questions. He helped guide and oversee not only my (now our) personal wealth, but also estate planning, wills and final retirement. I feel we have come a long way together! Forming Centerline as an independent financial firm was Andy’s best decision. His professional convictions to both himself and the Centerline clients holds true and steadfast. The entire fiduciary team is the best possible. They are both proactive and reactive to our needs. I am very proud and honored to be a Centerline Client! Linda H.
Leslie Buddeke Smart
Working with Centerline Wealth has been an exceptional experience from start to finish. Their team provides a level of concierge-style service that is truly unmatched—proactive, personal, and consistently attentive to our needs. We feel genuinely cared for, not just as clients but as long-term partners. Beyond the outstanding service, Centerline Wealth has managed our financial portfolio with remarkable skill and professionalism. Their thoughtful approach, clear communication, and strong performance have given us complete confidence in our financial future. We are grateful for their expertise and couldn’t imagine entrusting our investments to anyone else.
Jan Megyese
My husband and I have been with Andy over 28 years now and highly recommend he and his team for all your financial needs. His guidance and direction are impeccable. This is a First Class Company!
Tammy McNeill
We trust Andy and his team at Centerline Wealth Advisors to provide solid and straightforward financial advice as we navigate the often challenging retirement process. We know we can rely on this team to be honest and provide the best possible results for us to achieve our financial goals.
lisa risley
I have been a client of Centerline Wealth for several years and am thankful to have found such a wonderful group. Andy and his team are knowledgeable and have given me peace of mind regarding my retirement plan. From day one everyone at Centerline has been welcoming. Inquiries are responded to quickly and team members are always generous with their time. With as well-versed as Andy and the rest of the team members are on financial matters not only are my questions answered but I always learn something new. I am very happy to be working with Centerline Wealth.
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