13231 Champion Forest Dr.
Suite 311
Houston, TX 77069

(888) 215-5888

Make Complex Simple

Our Wealth Advisors can guide you through the most important financial decisions in your life, whether it’s planning for collge, your first home, retirement, or anything in between. At Centric, we believe that reaching your financial goals means more than just maximizing your wealth.

– It means sleeping better knowing your choices are building the life you want.
– It means feeling confident about your family’s future.
– It means living the life you have always envisioned for yourself. 

How We Help You

Plan Wisely, Experience Life Fully

Our experienced advisors will guide you through all the important financial decisions to help accomplish each goal and work with you over time to update the plan as your family, career, and life evolves.

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Managing Risk to Keep Your Life on Track

Our experts know that a plan is not sound without precautions taken, so we integrate strategies to minimize the financial damage of life’s uncertainties.

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Invest For Your Lifestyle, Retirement & Legacy

At Centric, we act in your best interest; Using a combination of the latest technology and our team of investment professionals, we continually evaluate your portfolio to ensure it’s aligned with you.

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Financial Life<br> Management

Financial Life
Management

Risk<br> Management

Risk
Management

Asset<br> Management

Asset
Management

Local Advisors

We make your financial journey simple and straightforward providing consistent, anchored support every step of the way.  Our entire team is centered and focused on helping you plan all key areas in your financial life and take the necessary steps to accomplish your goals.

How To Get Started

Schedule </br> an appointment

Schedule
an appointment

Meet with us for your </br> personal listening session

Meet with us for your
personal listening session

Receive your </br> personalized strategy

Receive your
personalized strategy