About Us


Centricity Wealth Management

At Centricity Wealth Management, we are dedicated to helping individuals and families with significant assets to grow, protect, and transfer their wealth through careful planning. Our decision to operate as an independent Registered Investment Advisor (RIA), reflects our commitment to always serve our clients’ best interest. Unlike stockbrokers, RIAs are required to operate under a fiduciary standard, a professional standard that requires placing the client’s best interests first, avoidance or mitigation of conflicts of interest, thorough due diligence on products and services, full transparency, and careful monitoring and reporting. Our independence enables us to ensure that every recommendation we make is based solely on your personal needs and financial goals.