Centricity Wealth Management

About Us

At Centricity Wealth Management, we specialize in offering holistic planning solutions designed to address the complex financial challenges that come hand in hand with high-net worth. Our clients, many of whom have been with us for generations, value our uncommon commitment to personalized service, the high value we provide for our fees, and our focus on helping every investor make the best possible decisions to help maximize performance and protect their wealth.

Working from our office in Westerville, Ohio, our Midwestern values and the belief in the value of strong, personal relationships takes us on the road to meet with our clients face-to-face and coast-to-coast. Serving as life planners, financial coaches, and fiscal psychologists, we provide holistic financial planning, investment management, divorce planning, estate planning, real estate planning, and asset protection services to help grow, protect, and transfer wealth for generations.