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About 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 recent move to become 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 newfound independence enables us to ensure that every recommendation we make is based solely on your personal needs and financial goals.

While we’re a recently founded RIA, we are far from newcomers to the business. Chris Ciehanski entered the investment and wealth management business in 1994 after a successful career as a Certified Public Accountant (CPA) in the public accounting and healthcare industries. Wendy Ciehanski began her financial services career in 1996 after much success in the field of medical supply and pharmaceutical distribution. Our past careers and experiences give us unique insights into the multitude of challenges faced by today’s successful executives, particularly those in healthcare. As a result, our ability to assist senior executives has made this segment of our clientele a cornerstone of our practice.

To those clients who have been working with us for years, thank you for your continued confidence, support and trust. To those just now discovering Centricity Wealth Management, we look forward to introducing you to our team and our services, and to learning how we can help you reach your financial goals.

© 2018 Centricity Wealth Management | 515 Executive Campus Dr., Suite 100, Westerville, OH 43082 | All rights reserved
P: 614-392-5155 | info@centricitywealth.com |
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Centricity Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centricity Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Centricity Wealth Management, LLC unless a client service agreement is in place.