We would be honored to be your trusted advisors as you embark on your journey with a SmartVestor Pro. Client Centric Wealth Management was born out of a passion for having deep, meaningful relationships with clients that focus more on building a trusted, long-term partnership than on financial gain. As independent financial advisors, we work with you to create a customized financial plan to help you achieve your long-term goals, and we guide you every step of the way. **We believe that a diversified set of investments, or portfolio, is a vital part of building wealth for the long term (disclosure below). We help clients build a portfolio that is based on their current situation and paves the way for achieving long-term financial goals. But that’s not all we offer: we also provide our clients with professional coaching, financial planning, and customized insurance.