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.
Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.
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Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.