our difference

Centeras Private Wealth stands apart as a wealth advisory firm in several ways – each benefiting our clients.

Owning our own business ensures that our interests are aligned with the satisfaction – and success – of our clients. You will find our devotion to our relationship unparalleled in assuring your needs are met.

We work in an open architecture, which means that we are not limited in our choice of resource partners – those firms who provide investment and financial products for our clients. You will have many options to consider.

Free from any corporate restraints or agenda, we are able to fulfill our client service commitment to address all of your needs and goals, bringing to bear the best solutions and technology available.

While we are legally bound by industry regulations to place our clients’ best interests ahead of our own, we are proud and humbled to be the chosen steward of your wealth.

independence

Owning our own business ensures that our interests are aligned with the satisfaction – and success – of our clients. You will find our devotion to our relationship unparalleled in assuring your needs are met.

flexibility

We work in an open architecture, which means that we are not limited in our choice of resource partners – those firms who provide investment and financial products for our clients. You will have many options to consider.

freedom

Free from any corporate restraints or agenda, we are able to fulfill our client service commitment to address all of your needs and goals, bringing to bear the best solutions and technology available.

fiduciary

While we are legally bound by industry regulations to place our clients’ best interests ahead of our own, we are proud and humbled to be the chosen steward of your wealth.

We also believe that the culture of our firm – to be truly client service oriented —differentiates us from similar sized advisory boutiques as well as the best-known financial brands.

You will experience the quality of our personal attention from our first interaction to our new client onboarding process to our regular ongoing meetings. You can expect to meet with us face-to-face two to four times a year, plus there will be quarterly review calls. Of course, we welcome your calls at any time.

Meet (or Zoom) with us
2-4 times a year

Review calls every quarter

We welcome your calls at any time