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See How Centric Helps Clients Live Their Best Lives
Watch our team explain our personalized approach to financial planning, investment management, and wealth solutions that have helped families and business owners achieve their unique vision of financial freedom.
Who We Serve
At Centric, we serve individuals, families, and business owners who want more from their financial advisor. Our clients include:
families
Looking to build wealth, sve for college, and protect their legacy.
Professionals and Executives
Seeking holistic financial planning and tax-efficient strategies.
Pre-retirees and retirees
Who want retirement income strategies and Social Security optimization.
Business owners
Needing business succession planning, exit strategies, and wealth accumulation models
If you want a partner who listens, understands your unique goals, and delivers clear, actionable guidance, Centric is here for you.
What We Do
Financial Freedom Means Something Different to Everyone. Let's Build Your Path Together.
From strategic investment management to estate planning and business succession strategies, we are here to help you navigate the path to your unique version of financial freedom and security.
Contact us today to learn more about how our services can help you live your best life.
Client Testimonials
Investment Management
Our investment philosophy centers on three principles: Powerful, Disciplined, and Responsive. Using our proprietary “Core 30” approach combined with satellite portfolios, we build custom investment strategies that weather market storms while pursuing long-term growth.
Investment Management Services:
Fiduciary Investment Management:
Always acting in your best interests.
Custom Portfolio Management:
Tailored to your risk tolerance and timeline
Tax-Efficient Investing Strategies:
Minimizing tax drag on your returns
Real Asset & Real Estate Investment Strategy
Diversification beyond traditional stocks and bonds
Holistic Asset Management
Coordinating all your investment accounts
Local Expertise, Lasting Impact.
Why Local Matters
Informed Real Asset Strategies
We bring deep knowledge of Houston’s real estate dynamics to identify high-impact investment opportunities, from incomegenerating properties to long-term developments.
Local Financial Ecosystem
Our long-standing relationships with local CPAs, estate attorneys, and business professionals streamline collaboration and enhance your financial planningmexperience.
Here When It Matters
Whether it’s a major decision or a quick question, you can meet with your Centric team face-to-face. We’re just around the corner — not across the country.
How To Get Started
Schedule a Free Consultation
Meet with a Centric Advisor to discuss your goals and concerns.
Receive your personalized strategy
Get a clear, actionable roadmap tailored to your needs.
Ongoing
Partnership
Enjoy proactive support, regular reviews, and a relationship built on trust and results.
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Connect with Our Trusted Financial Advisors
Ready to stop worrying about money and start living your best life? You deserve financial peace of mind that lets you focus on what matters most.