
"Wealth Management Strategies For Select Individuals"
Centennial Capital Partners is located in a beautiful setting and easily accessible from Hwy C-470. As an independent practice with a staff of 18, we are able to effectively serve not only clients in Colorado, but clients nationwide.
We are selective with who we work with. We wish to partner with only those Individuals and Businesses that can best utilize our services. Our advisors average over 25 years experience in the Financial Services Industry and are very committed to serving your interests at a very high level.
We also understand accumulating wealth is only half the battle. Our office is also set up to assist clients with risk management, protection of income and assets, and the ultimate transfer of their wealth. We also have in-house insurance planning experts, and extensive strategic relationships with some of , best accountants, elder care planners, and estate planning attorneys.
We take pride in the firm we have created and look forward to building more personal success stories,...one client, one family, one business, at a time.
AS SEEN IN FORBES &
THE WALL STREET JOURNAL!
We thought you might enjoy this piece written about us in Forbes Magazine and The Wall....
just Click Below!
Newsletters
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Naming a Trusted Contact
It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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Trusts — Not Just for Estate Taxes
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?