Fiduciary & Trust Services: Experienced Wealth Management Professionals to Serve You

Discretionary Investment Management (Families & Organizations – Charitable and Not-For-Profit)

Centier Financial Partners seeks to provide Families & Organizations (Charitable and Not-For-Profit) with the best possible Discretionary Investment Services. Simply put, we provide fiduciary money management for qualified clients who are looking to have experienced, credentialed professionals manage their assets. This level of investment management exceeds the service provided by our local competitors and offers our clients peace of mind knowing their assets are being monitored and managed according to their personal investment policy statement. We are happy to build a custom portfolio for your clients today.

Retirement Education & Financial Planning

Centier Financial Partners seeks to provide clients with the highest possible level of detailed education and planning. Clients contemplating the sale of their business, anticipating a major liquidity event, inheriting funds, or looking to retire in the next five to fifteen years need professional advice to inform and validate their decisions. Our team of credentialed professionals (CPAs, CFPs, JDs) can provide the best possible advice. Our planning and retirement education is included in our services.¹ If you have clients with questions, we can provide answers.

Estate Planning and Estate Settlement

Centier Financial Partners seeks to provide clients with the highest possible level of estate planning and settlement services. Clients who are contemplating building an estate plan often find the process challenging if not overwhelming. Having a team of experienced professionals guiding them through the process can be invaluable. Our estate planning assistance is included in our services.¹ Let us help you navigate this difficult but often necessary process.

Clients faced with the responsibility for settling another person’s estate can often be unaware of the requirements, obligations, and challenges of settling an estate. Rather than risk breaching your fiduciary duty why not work with a team of experienced professionals to help settle the estate? Our team works hard to make sure the terms of any estate plans are carried out, delivering the assets to the appropriate beneficiaries while making sure to comply with all required fiduciary duties. Talk to us today about alleviating the risk and burden of estate settlement.

Corporate Trustee Services & Agent for Trustee

Centier Financial Partners seeks to serve as Trustee for our client’s Irrevocable Trusts. This important role can so often fall to an inexperienced member of the family, close friend, or another professional. Clients initially feel that this person, who they feel knows them well, may be the best person for the job. However, faced with the responsibility for administering a trust, these individuals are often unaware of the requirements, obligations, and challenges of acting as Trustee. Rather than risk breaching your fiduciary duty (as a well-intended but inexperienced Trustee) consider working with a team of experienced professionals. Our team works hard to make sure the terms of any trust are carried out, delivering the assets to the appropriate beneficiaries while making sure to comply with all required fiduciary duties. Talk to us today about alleviating the risks of serving as a Trustee. We are happy to serve as either a Corporate Trustee (with full responsibility) or as Agent for Trustee (working with our client to administer the grantor’s Trust in the most professional manner possible).

Tax Services & Planning (Individuals, Families & Estates)

Centier Financial Partners seeks to provide clients with the highest possible level of tax planning and preparation. Clients who are contemplating the sale of their business, anticipating a major liquidity event, inheriting funds, or looking to retire in the next five to fifteen years need professional tax advice to inform and validate their decisions. Our team of credentialed professionals (CPAs, CFPs, JDs) can provide them with the best possible advice. Whether you would like us to prepare your taxes or simply provide an analysis of the impact taxes may have on your financial plan please let us know. If you have clients with questions, or who just want to solve their tax preparation needs, we have the expertise to provide the necessary solutions.