A complete list of active advisors currently associated with Centric Wealth Management, LLC

Warmer can help you find a great advisor at Centric Wealth Management, LLC or one who fits your needs even better.

Centric Wealth Management, LLC is an SEC-registered advisory firm that provides discretionary investment management, financial planning, and retirement-plan participant account management. It serves a mix of individual clients (including high‑net‑worth individuals), trusts, estates, pension and profit‑sharing plans, and business entities. The firm constructs individualized asset allocations and offers proprietary model strategies (CWM Stock, CWM HQ2, CWM Tactical Quad, and CWM Income), using a mix of fundamental, technical, quantitative and qualitative analysis alongside third‑party software and periodic rebalancing. For held‑away defined contribution participant accounts, Centric uses a third‑party order management platform (Pontera) to review and adjust allocations at least quarterly. Centric’s brochure discloses several business relationships that distinguish it from many peers: members and registered personnel are registered representatives of a broker‑dealer (PKS), several advisors are licensed insurance agents, and the firm sells structured note products on a principal basis and may receive transaction‑based compensation, all of which the firm identifies as potential conflicts of interest. The firm is partly owned by affiliated tax/accounting entities (FGMK Advisory/FGMK LLC), and it recently noted a change to no longer vote proxies on clients’ behalf, forwarding proxy materials to clients for action.

To learn more about the advisors currently working at Centric Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.