Live Your Best Life with Centrix as Your Wealth Partner

You may lack clarity to see your road ahead.

Perhaps, you are dealing with a complex situation and can’t grasp how to put the pieces together, or

Possibly, you are unsettled by a disorganized and incomplete approach and feel that your financial future is not under control.

With Centrix Wealth Partners at your side you can untangle the knots that making money and having wealth can produce.

Life always presents new opportunities and challenges, particularly during major transitions such as entering retirement, selling a business, or losing your spouse.

At Centrix Wealth Partners we place you at the center of our practice and build a personal relationship around your needs.

You can gain a clear path to confidently move forward in the next chapter of your life.


How we work with you to achieve your best life


Our Team

Get better acquainted with us and how we can serve you

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Centrix Wealth Partners team

Pictured from left to right: Chris Mack, Lori Siegel, Robert Russo, Shelli Cummings and Cher Rudolphi

For Widows

04/29/2020
Request a Free Booklet, "Strong on Your Own"
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The Centrix Wealth 360° Process

04/28/2020
Your plan and portfolio can propel you to your goals
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Experienced Professionals

04/28/2020
Reduce uncertainty with a team of problem solvers at your side
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For Executives in Transition

07/12/2019
To help you organize your finances while you take the next step in your career
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For Widows

07/11/2019
To support your healing while also looking after your finances
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For Business Owners

07/09/2019
To assist you to manage the complexities of a closely held business
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Centrix Blog

Let us help you plan ahead

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The Power of Financial Planning

Discover the advantages of independence supported by a partner at your side

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“Light precedes every transition. Whether at the end of a tunnel, through a crack in the door or the flash of a new idea, it is always there, heralding a new beginning.”
Teresa Tsalaky
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Centrix Wealth Partners is not a registered broker/dealer, and is independent of Raymond James Financial Services.

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