How You Can Gain Time to Pursue Your Goals and Dreams, While Enhancing Your Wealth

At Centrix Wealth Partners, our comprehensive Centrix Wealth 360° Process helps you:

  • Avoid common mistakes,
  • Align your investments around your priorities, and
  • Free time for the people and activities most important to you.

Who Are Our Clients?

You represent a wide range of ages and occupations.  Each one of you is unique in your goals, needs, and financial situation.

We apply our knowledge and insight to your specific issues and needs and provide personalized guidance.

The results for you: Strategies precisely tailored to fit your distinct lives and circumstances.

Discover more about how we can make a difference in the lives of:  

Make your final tax saving moves before Dec 31

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.
Tax Planning

The word of the day: Volatility

09/26/2022
By Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Weekly investment strategy

09/23/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Understanding the Fed (or at least trying)

09/23/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Weekly market guide

09/23/2022
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

Markets flinch at Fed's aggressive action

09/21/2022
No interest rate cuts are in sight until 2024, according to the Fed's new dot plot.
Markets & Investing

Could you thrive in a niche retirement community?

Things to consider – and learn – before joining a community with like-minded retirees.
Retirement & Longevity

Add important financial deadlines to your year-end calendar

Review key dates related to charitable giving, Medicare and tax planning.
Retirement & Longevity

Does your estate plan account for your digital assets?

Online services, important documents and family mementos can carry great value.
Estate & Giving

Fixed Income... Why Now?

09/19/2022
By Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Will the PCE deflator have the last word in August?

09/16/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Weekly investment strategy

09/16/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Back to Top

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

Centrix Wealth Partners is not a registered broker/dealer, and is independent of Raymond James Financial Services.

© 2020 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy Policy   |   Terms of Use