Our Culture is Full of
Your legacy, our promise. As our advisor’s cement their client’s legacies, they’ll build their own legacy and that of the firm’s in the process. It takes Honesty, Integrity, Authenticity and Passion to execute our vision. All who execute, win. We are the winner’s circle.
That’s who we are. Advisors are stake-holders, empowered to take ownership in their actions, work, and careers. As we strive for excellence, we recognize ideas, accountability and responsibility are the cornerstones that make a strong team. Own your worth, value your strengths.
We’re passionate about our people. Our firm is deeply rooted in family values and virtues. Built on teamwork, collaboration, accountability and responsibility we understand the desire to feel connected; which is why everyone is an extension of Centric Family.
Experience is our Holy Grail. It is at the centerpiece of everything we do. We understand that a great advisor experience translates into a tremendous client experience. Experience isn’t measured by products sold or dollars in one’s account; rather it’s based on guidance, relationship and support. Just as importantly, improving your experience means understanding your why and embracing it as our own.
Our systems, processes, and procedures are