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.
Guides readers through estimating a realistic retirement savings target.
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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
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Explores how investment strategy changes once retirement begins.
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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much can you afford to pay for a car?
