hero-image
CENTERED ON YOUR NEEDS AND FOCUSED ON YOUR FUTURE
hero-image
hero-image
hero-image
hero-image

333 W. Wacker Drive, 6th Floor
Chicago, IL 60606
Phone:
  • 312.429.6100

 contact us

videos

meet our team

WELCOME TO CENTRIC WEALTH MANAGEMENT


Centric Wealth Management, LLC (Centric) is an independent boutique investment advisory firm providing advice and guidance to individuals, families, businesses and institutions while delivering services and solutions that help build, preserve and manage wealth. We differentiate ourselves from a traditional wire house, by providing you with expanded product lines, greater flexibility, and ultimately more solutions to help achieve your goals.

Our passion has always been driven by a desire to service our clients to the best of our ability with their best interest in mind. The client is truly at the center of every decision we make.

ADVOCACY

First and foremost, we are your financial advisor and advocate.

READ MORE

CONVICTION

We are dedicated to providing our best guidance to you based on your needs.

READ MORE

TRANSPARENCY

We are committed to considering all options and educating you on our recommendations.

READ MORE
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck