Plan your exit. Plan your life.

Private Wealth Management

CWG Team Photo 2024

At the Centric Wealth Group we are experienced Private Wealth Advisors with one exclusive focus:

  • Helping entrepreneurs exit from their business and
  • Coordinating their financial lives post-sale

For more than 30 years our team has been navigating the wealth planning issues of this life-changing event. We understand the emotions that come with owning a successful business and the concerns of stepping away from it. Because your financial world grows more complex after a sale, it’s easy to under prepare.

Building a successful business is one of your greatest achievements. We can help you take the next step. Our process can take you from confusion to clarity—whether about the steps you need to take today or those to consider for tomorrow. When you strategically plan your exit, you can confidently plan your life.

Before the sale

After the sale

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager