Investment and Wealth Management


With the myriad of investment products offered and the ever-growing time constraints we face today, it is becoming increasing difficult to manage one's wealth effectively without assistance and expertise. At Centricity Financial, our team of skilled professionals is dedicated to helping you preserve and maximize your wealth. Since each client has specific objectives and constraints, by using a comprehensive and disciplined approach to asset allocation, your wealth can be managed to its full potential. We utilize a wide range of traditional and alternative investments, so whether you are looking to maximize your investment's growth potential, receive a steady income stream from your investments, or accomplish a personal investment objective, we can help.

Our comprehensive financial planning process starts by examining your current financial situation and determining your goals and constraints. During this phase such factors as a client's tax bracket, stage of life, cash flow requirement, risk tolerance and other factors are very important in determining proper asset allocation. After the appropriate types of investments are determined, we can then select specific assets that are seemingly undervalued through the use of quantitative, fundamental, technical, and/or qualitative analysis.

  • Quantitative analysis is a powerful tool for evaluating investments and involves sophisticated statistical and mathematical analysis of investment and market data. Certain statistical and mathematical observations can provide helpful insight into the true value of an asset.

  • Fundamental analysis is a technique that attempts to determine an asset's value by focusing on underlying factors that affect a company's actual and future business prospects. This involves, but is not limited to, examining a company's income statement, balance sheet, and cash flow statement.

  • Technical analysis is a method of evaluating securities by analyzing statistics generated by market activity, such as historic prices and volume. In certain circumstances, historical performance of securities and markets can help determine future performance.

  • Qualitative analysis uses subjective judgment based on non-quantifiable information. Such qualitative factors as management expertise, industry cycles, strength of research and development, and labor relations can be useful in understanding asset performance.


Once the portfolio is constructed, it will be periodically monitored to ensure that it is working well with evolving market conditions and the client's changing financial situation. Through proper planning, implementation, and review, our clients can rest assured that their investments are expertly managed.

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