Centerline Wealth Advisors

Who We Are

At Centerline Wealth Advisors, we pride ourselves on being a trusted partner in helping families and individuals achieve their financial goals. Our mission is to provide sound, insightful guidance as fiduciaries to our client families. We believe that every individual deserves a personalized approach to financial planning, and we're committed to delivering tailored solutions that address their unique needs and objectives.

Our Services

As a dedicated partner, we offer a range of services designed to help you achieve your financial goals. Our core services include:

• Financial Planning: We take the time to understand your aspirations and objectives, and develop a personalized financial plan that addresses your specific needs.
• Investment Management: We work closely with you to develop an investment strategy that aligns with your goals and risk tolerance.
• Tax Strategy: We help you optimize your tax strategy to minimize your tax liability and optimize your after-tax returns.

Our Expertise

Our team of experienced professionals has a deep understanding of the financial services industry. With a strong foundation in finance and investments, we're skilled in helping you navigate complex financial decisions.

Specialized Services

In addition to our core services, we offer specialized services designed to address unique needs and objectives. These include:

• Biz2Beach: Our customized exit planning program helps business owners maximize the value of their business and prepare for their exit.
• Exit Planning: We help entrepreneurs plan for their exit, ensuring they're prepared for the transition and achieving their goals.

Our Team

At Centerline Wealth Advisors, our team is dedicated to providing exceptional service and guidance. Our professionals are:

• Andy Arnold, MBA, AIF, CEPA: CEO and Senior Wealth Advisor
• Matt Hunt: Director of Operations and Chief Compliance Officer
• Lauren Londergan: Director of Client Services
• Tom Teal, CFP, CSLP: Wealth Advisor
• Benjamin Ahmetagic: Financial Planning Associate
• Corinne Mobley: Financial Planning Associate

Our Partnerships

We're proud to partner with leading companies in the financial services industry, providing you with access to a fully integrated platform to meet your sophisticated objectives.

Our Core Values

At Centerline Wealth Advisors, we're guided by our core values:

• Client-First: We prioritize our clients' interests and needs above all else.
• Integrity: We operate with transparency and honesty.
• Expertise: We leverage our expertise to deliver exceptional results.
• Innovation: We stay ahead of the curve, adopting cutting-edge technology and strategies.

Join Our Team

As we continue to grow and evolve, we're seeking talented professionals to join our close-knit and powerful team. If you're passionate about delivering exceptional client service and want to join a dynamic team, we'd love to hear from you!