At Centricity Wealth Management, we specialize in offering holistic planning solutions designed to address the complex financial challenges that come hand in hand with high-net worth. Our clients, many of whom have been with us for generations, value our uncommon commitment to personalized service, the high value we provide for our fees, and our focus on helping every investor make the best possible decisions to help maximize performance and protect their wealth.Meet Our Team
Holistic Financial Planning leverages our training as Certified Financial Planners® (CFPs®) and CPAs which includes customized strategies that leverage your significant assets.
Investment Management includes building and maintaining a strategic investment portfolio using a combination of ”core” investments for long-term growth.
Retirement Planning leverages our training as Chartered Retirement Planning Counselors® (CRPCs®) and includes strategies specifically aimed at supporting.
Divorce Planning helps take the emotion out of the financial decision-making process for individuals and couples.
Estate Planning & Gifting includes strategies to provide for your loved ones after your death, transfer your assets in the most tax efficient manner.