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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.

Newsletters

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Fine-Tuning with Sector Funds

Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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More Newsletters

Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Disability Income Insurance

How much Disability Income Insurance do you need?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators