At Centricity Wealth Management, our services are designed to address your whole financial life with the goal of leveraging your significant assets to support your life dreams, maintain your lifestyle over time, and, when the time comes, efficiently transfer your assets to your beneficiaries and selected charities.
Doing that, and doing that well, demands a deep understanding of both your financial situation as well as who you are as an individual. By working closely with you—one-on-one and face-to-face—we take the time to understand your values, your personality, and your lifelong goals and dreams. With this deeper knowledge, we strive to help you make the best possible financial decisions for yourself, your family, and your life. Depending on your needs, we may provide any combination of the following wealth management services:
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.
Real Estate Advice leverages our knowledge and experience (Wendy Ciehanski holds a real estate license)
Risk Management involves developing a comprehensive insurance strategy (life, disability, and LTC)