A sound financial plan is the foundation of the services we offer. We begin by undertaking a meticulous review of your situation, appraising holistically all financial components that impact your life. We take into consideration any unique factors, such as family dynamics or business interests.
Ultimately, the plan we develop for you and each of its recommendations will be customized to your specific circumstances.
Our services center on comprehensive financial planning for individuals, small business owners, and families, including:
We are a partner firm of Sanctuary Wealth, a wealth management platform which provides us access to, on behalf of our clients, a wide range of wealth management services.
We have chosen Fidelity Institutional℠ to serve as custodian to safeguard our clients’ assets. Fidelity is a market leader of custodial, operational and trading support to independent firms like Centeras.
However, we have the freedom and flexibility to work with any custodian, and you’re welcome to choose from among the strongest players in the investment management industry. Whichever custodian you choose will independently safeguard all of the assets in your Centeras accounts.
As part of our technology-enabled client experience, we use eMoney Advisor’s breakthrough software to help our clients maintain financial clarity. The platform includes an intuitive interface that you can view on any device, and planning and collaboration tools that help simplify the wealth management process. eMoney serves more than 2.9 million investors, tracks more than $2.0 trillion in aggregated assets and is used by 46 out of the nation’s top 50 broker-dealers.
