Broker Check

Investment Management Services

Client Centered

When it comes to managing your investments, do you have an investment strategy or are you simply invested?

The problem we often find is that people make decisions one at a time, at different times with different people resulting in lost opportunities.

Centra Advisers recognize that there is no one financial product or one adviser alone who can help you achieve your maximum financial potential.  It requires an advisory team (banker, real estate agent, accountant, attorney, life insurance agent, investment adviser, etc.) that most people have assembled throughout their life to work together and come up with the most effective plan.  With this coordination, you are able to create multiple returns from many accounts and will not have to chase a high return in any one account.

Our Advisers strive to have your financial strategies work in concert minimizing lost opportunities and maximizing cost recovery.