CR
Senior Client Service Associate
LS
Founding Partner
CM
Financial Planner
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Centrix Wealth Partners
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
1177 West Loop S Ste 1515, Houston, Texa...Phone Number
(281) 582-0241Website
www.centrixwp.comRevenue
<$5 MillionIndustry
About Centrix Wealth Partners
Centrix Wealth Partners is a financial advisory firm based in Houston, TX, dedicated to helping clients navigate complex financial situations and transitions. They serve a diverse clientele, including executives in transition, business owners, widows, and individuals and families, by providing personalized wealth management services. The firm emphasizes building strong relationships with clients to create tailored financial plans that align with their unique needs and goals. Through their Centrix Wealth 360 Process, they aim to empower clients to confidently move forward in their financial journeys.Explore more
Centrix Wealth Partners Org Chart
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Centrix Wealth Partners is a financial advisory firm based in Houston, TX, dedicated to helping clients navigate complex financial situations and transitions. They serve a diverse clientele, including executives in transition, business owners, widows, and individuals and families, by providing personalized wealth management services. The firm empha... Read More
