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.
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
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Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How Long Will Your Funds Last?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
