Your Wealth. Our Business.

Tailored wealth planning for a life well lived

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Secure your legacy, maximize your now.

At Centera Private Wealth, our mission is to seamlessly blend the art of strategic wealth planning with the joy of living for the moment to create a bespoke experience for our clients.

With our advisors, you embark on a journey to design comprehensive plans that encompass significant milestones – from sending your children to college, to retiring, to leaving a legacy you’re proud of – and beyond.

However, we also value the importance of investing in your time and wealth in your present life—savoring a bucket list vacation with your family, or making values-driven decisions that create unforgettable memories and make an impact.

At Centera, we believe in optimizing your wealth for tomorrow's security and today's fulfillment.

Who We Guide

Our clients are professional leaders, executives, and business owners who are navigating the maze of competing financial priorities.

You want to create a lasting legacy, empower future generations, and plan for your future – all while maximizing your lifestyle today. You may be dealing with:

Business Exit Planning

Retirement Planning

Tax Strategy

Estate & Legacy Planning

Education Funding

Caring for Aging Parents

Maximizing Equity Compensation

Creating Cash Flow from their Business

Investing for Short & Long Term Goals

Offered through Lincoln Investment

Staying Organized & On Track

How We Help

Financial Planning

You deserve to have an experienced team in your corner to map out every aspect of your financial life, big and small.

Wealth Management

From creating robust portfolios, to managing your ongoing strategy, our advisors are here to help.

Tax Strategy

Help minimize your lifetime tax bill to keep more of your hard-earned wealth for yourself and your loved ones.

Business Exit Planning

We can help you maximize your business’s value, free up cash flow, and plan for your next chapter after an exit.

Our Office

We’re located in the heart of Humble, Texas, and proudly serve executives, leaders, and business owners nationwide.

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