William B. Giffen, Centric Wealth, Client Development Manager

11/07/2025

We had a great time speaking to business owners yesterday at Cetric’s Business Killers Seminar, where we educate business owners on six different events that can kill one’s business.

10/29/2025

🔗 Comprehensive Financial Planning

Centric's Financial Life Management ensures all parts of your financial life work together:

💠Lifestyle Planning
💠Retirement Planning
💠Legacy Planning

Achieve clarity and confidence in building, growing, and protecting your wealth.

🌐 Start your journey by reaching out directly. [email protected] or 281-744-8764

10/24/2025

Building a Financial Legacy That Reflects Your Values

A meaningful legacy goes beyond transferring wealth- it's about passing on your values and supporting the people and causes you care about most.

Our legacy planning process helps you create a lasting impact aligned with what matters most to you.

10/17/2025

Elevating Your Investment Decisions

Effective investing begins with clarity: objectives, risk tolerance, and time horizon. We translate those into disciplined portfolio construction and ongoing oversight—so decisions remain strategic, not situational.

09/15/2025

Here’s Centric’s August 2025 Market Recap from Centric’s very own, Chief Investment Officer, Richard Cull.

August marked the fourth straight month of market gains, led by small-cap and international equities. Explore jobs data, Fed rate cut expectations, and why discipline remains key.

09/11/2025

09/09/2025

In case you missed our Market Recap for July 2025 from Centric’s very own, Chief Investment Officer, Richard Cull.

%July marked a third month of market gains, led by large-cap equities, despite weaker jobs data and persistent inflation. Explore the drivers behind the rally and the risks ahead.

09/03/2025

Let's Connect on LinkedIn!

🤝 Stay updated with the latest in financial planning, retirement strategies, and wealth management.
🔗 Follow us on LinkedIn: https://www.linkedin.com/company/centricwealth
🌐 Explore our services: centric.org

08/28/2025

Whether you’re looking for financial independence or retirement planning, Centric is here to empower you to live the lifestyle you want to live. It’s not just about the accumulation of wealth and assets but the distribution of those assets as well; which can be even more important.

08/21/2025

Educational Content with Link

Understanding Risk Tolerance in Today's Market Environment

Your risk tolerance isn't just about your comfort with market fluctuations but also about aligning your investment approach with your financial timeline and goals.

Learn more about our approach to risk assessment: centric.org/risk-management

08/14/2025

Risk Management, Made Simple. 🛡️

At Centric, simplifying life is our business.

Life insurance doesn’t need to be a hard sell — it should be a smart choice. That’s why Centric Risk focuses on giving clients the opportunity to buy with clarity, not pressure.
✅ Easy to understand
✅ Aligned with your goals
✅ Built for real life
Discover a simpler way to protect what matters most.
🔗 centric.org

08/13/2025

People ask me all the time, “What’s Centric’s Mission?”