Investor Services

At Centara, we take a multi-disciplinary approach to wealth management. While we find the concerns of our clients are often similar, each individual and family has unique needs. At Centara, our team of Financial Advisors, Attorneys, Accountants, Real Estate Professionals and Insurance Underwriters specialize in addressing these unique needs with a coordinated planning approach. We feel that in order for a financial plan to be properly designed and managed, specialists from multiple disciplines need to be involved in each step of the process. Centara Capital’s Coordinated Wealth Management Process provides investors with this multi-faceted approach. Centara Capital, in conjunction with Centara Legal Group, is one of the few firms that enables you to have your most-trusted advisors sitting at one table when making serious investment, estate, or tax decisions.

While clients are always permitted to use our services individually, by taking advantage of our Coordinated Wealth Management Process, you will no longer have to act as the coordinator between your investment advisor, your accountant, and your attorney. By offering fully integrated services under one roof and utilizing a team of highly skilled, credentialed professionals, our goal is to save our clients time and money, and avoid unnecessary inconvenience.

Investment Philosophy
Investment Management
Financial planning
Estate Planning