Financial Advisors
Greenwood Village, CO
Centerpiece Wealth Advisors is a fee-only, fiduciary wealth management firm led by Jason Baer and Aaron Leatherwood, serving Colorado families and professionals with $1M+ in investable assets. They provide comprehensive financial planning, investment management, tax planning and preparation, and estate planning services—integrating all four disciplines into personalized financial roadmaps. Based in Denver's Tech Center, they are committed to objective advice with zero product sales or commissions, prioritizing client goals and long-term financial wellbeing over commissions.
Ideal for: High-net-worth families and professionals ($1M+), retirees navigating complex financial decisions, business owners seeking tax-efficient strategies, individuals wanting comprehensive wealth planning without product-sales pressure
Service area: Denver metro area including Greenwood Village, Highlands Ranch, Lone Tree, Castle Pines, and across Colorado
Fee-Only Fiduciary Model: No product sales or commissions—advice is objective and motivated purely by client best interests. Decades of hands-on experience helping Denver-area families navigate accumulation, retirement, and legacy decisions.
Integrated Planning Approach: Combines financial planning, investment management, tax strategies, and estate planning into one cohesive strategy. Coordinates with tax and estate professionals to create comprehensive plans tailored to goals, risk tolerance, and values.
Modern Technology & Transparency: Provides industry-leading tools including interactive planning software, secure client portals, real-time reporting dashboards, Monte Carlo analysis, and Fidelity integration for self-service access and ongoing clarity.
Address: 6400 S Fiddlers Green Cir #300, Greenwood Village, CO 80111
Website: centerpiecewealthadvisors.com
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