"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....
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Newsletters
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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.