Centrix Wealth Partners

Centrix Wealth Partners is a financial services and wealth management startup based in the United States. The company's core belief revolves around the significance of a well-designed financial plan. They emphasize meticulous attention to detail and addressing any overlooked gaps in the financial plan. The team leverages their extensive industry experience to analyze and strategize for their clients. Centrix Wealth Partners aims to be a trusted financial partner, guiding clients towards their envisioned future. While the company is not a registered broker/dealer, it operates independently of Raymond James Financial Services, through which it offers securities and investment advisory services. Potential investors outside the U.S. should be aware of the specific regulations and taxes applicable to their jurisdictions. Centrix Wealth Partners provides a transparent disclosure statement available on the Raymond James website. With an emphasis on comprehensive financial planning and strategic investment guidance, Centrix Wealth Partners is poised to serve as a valuable player in the wealth management industry.