Approach

OnCenter provides a comprehensive approach to financial advisory service based on two important tenets that we view as critical to serving as an effective advisor for our clients:

Thorough Understanding of Client Objectives:

Our comprehensive approach begins with an in-depth personal meeting to obtain a detailed understanding of client values and future goals.  We do this by starting robust dialogues early in each client relationship to identify all of your objectives, big and small, enabling us to create customized plans tailored to your specific desires.  It is our responsibility to manage toward each and every one of your goals throughout the course of the financial advisory relationship.  Through this approach, our dedicated service and individualized strategies provide the peace of mind and financial security that you deserve.

Integrated Financial Advisory Perspective:

We draw on a comprehensive set of financial advisory tools to establish a customized action plan for each client.  This personalized approach means that individualized strategies are tailored to the specific goals of each client.  In addition to our core investment management services, we also are able to provide educational funding guidance, tax and estate planning advice,  retirement planning advice, and charitable giving strategies as we compose your financial path forward, allowing us to deliver integrated financial success far beyond your investment portfolio.