Centered Wealth incorporates the practices of Values-Based Financial Planning and Socially Responsible, Sustainable, and Impact Investing. When a family, individual, or small-business places their core values at the center of their financial planning and investment choices, there is a clarity and intentionality which we believe drives better planning outcomes. For most of us, knowing we are contributing to a better world enables us to face the ups and downs in the market, and in our own financial circumstances, with greater ease. Thankfully, with advances in ethical Investment options, there is no need to choose between values and investment performance. Ask us about the latest research!

Securities offered through Vanderbilt Securities, LLC • Member: FINRA, SIPC • Registered with MSRB
Advisory Services offered through Vanderbilt Advisory Services, LLC
Insurance Services offered through Vanderbilt Insurance and other agencies
Clearing Agent: National Financial Services, LLC
Supervising Home Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100


Centered Wealth GBC

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Centered Wealth GBC

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