Centricity Wealth Management is an independent advisory firm that functions as a multi-family office, serving as a steward for the financial well-being and legacies of ultra-high-net-worth families. The firm provides a holistic suite of services, including investment management, estate and tax planning, risk management, and philanthropic advising. Their stated mission is to deliver unbiased advice and integrated solutions to help clients navigate the complexities of significant wealth across generations.

Founded in

United States