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 decision to operate as 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 independence enables us to ensure that every recommendation we make is based solely on your personal needs and financial goals.
The acronym “RIA” stands for Registered Investment Adviser and should not be construed as being a designation or imply a certain level of skill or training.
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.
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.