Gain the Benefits of the Best of Both Worlds
Centrix Wealth Partners offers the best of both worlds to our clients.
As an independent practice, we always act from the principle of doing what is in our client’s best interests.
The team at Centrix Wealth Partners can select a broad range of financial products and services. Unlike many Wall Street firms Centrix has no incentive or obligation to promote the firm’s proprietary offerings, which can be more expensive and not appropriate for all situations.
In addition, Centrix Wealth Partners reinforces its strengths with the large corporate resources of the financial powerhouse Raymond James Financial Services.
Raymond James supports this tradition of objectivity while offering a broad selection of non-proprietary investment products.
In 1962 Bob James set out to build a different kind of financial services firm – one that would focus on long-term planning. Since then, Raymond James has been a leader in the industry dedicated to independence, integrity, conservative risk management, and always putting clients and the advisors who serve them first.
Also, Raymond James contributes award-winning research in a broad range of subjects to support investment advice from Centrix Wealth Partners.
When would it be ok to start cutting rates, and by how much?
Recapping November’s key market events
Why do the wealthy borrow? Sometimes, debt makes sense
Equities rebound in November, ending a three-month slide
Never stop earning
Understanding long-term care
Understanding the difference between long-term care and long-term disability
Bond market perspective
How AR is impacting business
Financial resolutions for 2024
IRS suspends missed RMD penalty for certain inherited IRAs
Some beneficiaries who inherited an IRA in 2020, 2021 or 2022 will not face withdrawal penalties until 2024.