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.
CONVICTION
We are dedicated to providing our best guidance to you based on your needs.
TRANSPARENCY
We are committed to considering all options and educating you on our recommendations.
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
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While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
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Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
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Knowing your likely life expectancy is an important factor in making long-term financial plans.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How Long Will It Take to Pay my Balance?
Use this calculator to determine whether you qualify for the different types of IRAs.
