The Centaurus Wealth Management Department's goal is to help you build stronger relationships, offer more value added services and investment choices to your clients, and help you expand your practice.
Whether you are already deeply rooted in the fee based business, have taken on a hybrid approach, or if you are looking to evolve your practice from transaction based to fee based, the Wealth Management Department is dedicated to helping you along the way.
We are committed to working with you to develop a platform that is best suited for your management style and philosophy, and one that will help you create a unique and dynamic practice that separates you from your competition!
The Wealth Management Department offers a variety of fee based options through CLASSIC Plus, our adviser directed wrap and fee based brokerage platform with custodial options at TD Ameritrade or Pershing, LLC.
In addition to CLASSIC Plus, Centaurus offers an extensive list of Third Party Managers and turn-key asset management platforms. These firms offer services such as individual account management, separate account management, sector rotation, asset allocation, and custom-designed portfolios.
CLICK HERE to view a list of approved Third Party Managers.
In today’s economy, it’s important to secure your assets for a brighter tomorrow. Centaurus Financial can help!JOIN CFI TODAY!