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.
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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Moving to a new state may have tax consequences that can follow you long after you settle in.
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Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.
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This calculator can help you estimate your annual federal income tax liability.
Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Compare the potential future value of tax-deferred investments to that of taxable investments.
