Placing You at the Center of the Centrix Wealth 360° Process

Our partners at Centrix – each with unique perspectives, experience, and skills – together focus the 360° Process on you.  This process generates a deep understanding of where you are, where you want to go, and where gaps interfere.  It reveals where we can help you:

  • to live your best life now and
  • to prepare for your desired future.

Lori Siegel, CFP®, CEPA, CRPC®, Founding Partner of Centrix Wealth Partners, leads our advanced planning process to address vital financial, wealth management, and estate issues.

Robert Russo, CFP® CFA®, Founding Partner of Centrix Wealth Partners, leads our portfolio construction process.  He constantly researches economies, capital markets, and strategies to help create your desired outcomes.

The Result:  Five Steps that can enable you to work toward your financial and life goals.  

This process is designed so that you will be able to effectively transfer your wealth to the next generation and to maximize your charitable giving.

Centrix Process

The process is designed to expand the probability that you will be able to achieve your goals.  We sit on the same side of the table with you . . . to act solely in your best interest.

The 5 Steps of the Centrix Wealth 360° Process Are Here:

  • Step 1: Discovery
  • Step 2: Financial and Wealth Planning
  • Step 3: Portfolio Construction
  • Step 4: Implementation
  • Step 5: Maintaining Discipline
“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.” Pablo Picasso