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Wealth Management Services

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 and encompasses your financial objectives, personal risk tolerance, demographics, and unique personality, preferences, and life goals, as well as the legislation, tax rules, and economic and market shifts that may impact your plan's potential for success over the long term.
  • Investment Management includes building and maintaining a strategic investment portfolio using a combination of ”core” investments for long-term growth and tactical ”satellite” investments to take advantage of shorter-term investment opportunities. Our investment philosophy includes a conservative approach to rebalancing which takes greater advantage of sustaining market trends.

  • Retirement Planning leverages our training as Chartered Retirement Planning Counselors® (CRPCs®) and includes strategies specifically aimed at supporting high net worth individuals in maintaining their desired lifestyles throughout their retirement years using effective budgeting, tax management, and asset allocation.

  • Divorce Planning helps take the emotion out of the financial decision-making process for individuals and couples. Working with your legal team, we can help divide assets in the most tax-efficient manner and manage complex financial concerns to help both parties move forward with greater and quicker ease.

  • Estate Planning & Gifting includes strategies to provide for your loved ones after your death, transfer your assets in the most tax efficient manner, and support your family's philanthropic mission through alternative planning structures and charitable trusts.

  • Real Estate Advice leverages our knowledge and experience (Wendy Ciehanski holds a real estate license) to help increase the value of property investments, guiding buyers and sellers in many areas of the business—from setting an accurate price, to negotiating a sale, to effectively ”staging” a room.

  • Risk Management involves developing a comprehensive insurance strategy (life, disability, and LTC) that leverages the strength of your substantial assets to obtain optimal coverage that changes over time to meet your evolving needs, as well as exploring retirement income strategies that fit your overall wealth management strategy. 

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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.