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.
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
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Here are answers to some key questions about required minimum distributions.
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This article explains newly implemented and upcoming tariffs and their potential economic impact.
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Use this calculator to estimate the cost of your child’s education, based on the variables you input.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How much life insurance would you need to produce a sufficient income stream for your family?
This calculator can help you determine whether you should consider converting to a Roth IRA.
