Alone We Survive
Together We Thrive
Elevate Your Business!
As a Centric Partner, we will provide you with the industry’s top-of-the-line technology, strategies, and support to immediately put you ahead of the competition. It’s no wonder that our front, middle, and back office solutions continue to fuel the nation’s fastest growing firms.
Yours for the taking!
With Centric, you have the freedom to engage in client relationships just the way you like it. With our front office solutions, we provide support for your branding, marketing, business model, and the equity in your business. You always own your client relationships. Afterall, you know them the best.
Focused on your clients.
Give personalized service and advice on your terms.
Own your business.
Build long-term enterprise value by monetizing your practice.
Differentiate yourself by building your own brand,
Call your marketing shots. Implement modern marketing strategies that bring in quality leads.
Great client outcomes are a priority.
Complexity turned simple.
At Centric, we strengthen your client offerings and make it easy for you to engage your clients. Regardless of your clients’ needs, we provide solutions from in-house investment strategists, insurance underwriting coordination and placement, and advanced market access to ensure the greatest outcome possible. Our commitment to great client outcomes is unparalleled.
In-House Investment Management
In-house, independent, and dedicated to you.
Turn Centric’s investment team into your very own team of seasoned market and investment professionals.
3rd Party Investment Management
Need a niche investment strategy? Already in love with an investment manager?
Access to top insurance carriers and contracts
Direct access to team of experts for case consultation and point-of-sale support
Streamlined for simplicity and to enhance your experience.
At Centric, we handle the back office for you. From technology and compliance to billing and operations, and everything in between, we have dedicated team members handling it all in the background, so you can focus on doing what you love.
Access to a best in class suite of technology including top custodians, investment reporting, and CRM.
Leave the boring compliance tasks to us. Our compliance team helps you stay efficient and effective, allowing you to focus on your clients.
Work smarter, not harder.
Our team helps you spend more time managing your business growth & retention.
Bill with confidence, every time. Utilizing your custom billing structure, we provide billing calculations, deductions from client accounts, and payment to your account.
“Working as an affiliate partner with Centric Wealth has been an exhilarating experience for us. Having the infrastructural freedom to build fit-for-purpose portfolios and focus on client financial experiences has allowed us to grow our book of business.”
Dustin A. Mikkelsen
President and CEO
Clearwater Oaks Financial
“The depth of knowledge and resources
of Centric has put me in a position
to dramatically grow my business
and compete with anyone.”
SC Wealth Management