Insight

Profit from Our Perspective

OnCenter’s expert investment guidance can chart your course to financial success and lasting wealth.

Integrity

Acting in Your Best Interest is Our Sole Objective

As an independent, fee-only wealth manager, OnCenter can offer truly unbiased fiduciary guidance. Committed to the highest ethical standards and absolute trust, our sole focus is on driving financial excellence in client portfolios.

Impact

Bring Your Financial Vision to Life

OnCenter brings advanced investment training, deep multidimensional experience, and extensive market knowledge to create a portfolio of compelling investment opportunities that uniquely fit your financial goals.

OUR MISSION

Simply stated, our mission is to deliver exceptional comprehensive investment management and financial advisory services while adhering to the highest ethical standards.

You’ve got important priorities.

Retiring in style. Funding your children’s educations. Supporting a charity. Leaving a legacy.

OnCenter’s comprehensive financial planning and wealth management services draw on time-tested financial strategies and modern research insight to chart the course for financial success.

OUR SERVICES

Investment Management

Retirement Planning

Estate Planning

Charitable Giving

Education Funding

Tax Planning

learn how we can help

I have always valued Carol’s integrity, knowledge, guidance and openness. She structures her advice on my particular needs and hopes for the future. I appreciate her strong communication, especially when the market  has rough periods.

—NAN

Highly recommended! After years of nervously going it alone, Carol is a breath of measured, intelligent air. She is the consummate professional who listens and carefully studies what you say, how you live, and your goals to craft a plan that will get you there.

—JIM & FAYE G.

We know her advice is well-researched, up-to-date and consistent with our goals and needs. She treats us like family, and that is very comforting in this fast-changing world and in a financial services industry that is suffering from lack of trust.

—Bob K.

Carol is a CFA (Chartered Financial Analyst) and has an Ivy LeagueMBA in her background, but what is truly unique about her is her ability to make complex financial interactions easy to for the customer to comprehend.

—Dave R.

I have always valued Carol’s integrity, knowledge, guidance and openness. She structures her advice on my particular needs and hopes for the future. I appreciate her strong communication, especially when the market  has rough periods.

—Nan

Highly recommended! After years of nervously going it alone, Carol is a breath of measured, intelligent air. She is the consummate professional who listens and carefully studies what you say, how you live, and your goals to craft a plan that will get you there.

—Jim & Faye G.

We know her advice is well researched, up-to-date and consistent with our goals and needs. She treats us like family, and that is very comforting in this fast-changing world and in a financial services industry that is suffering from lack of trust.

—Bob k.

Carol is a CFA (Chartered Financial Analyst) and has an Ivy LeagueMBA in her background, but what is truly unique about her is her ability to make complex financial interactions easy to for the customer to comprehend.

Charting Your Course to Financial Success

OnCenter’s sole focus is to enrich your financial future.

Insight

Profit from Our Perspective

Integrity

Acting in Your Best Interest is Our Sole Objective

Impact

Bring Your Financial Vision to Life

OUR MISSION

You’ve got important priorities.

Retiring in style. Funding your children’s educations. Supporting a charity. Leaving a legacy.

OUR SERVICES

—NAN

—JIM & FAYE G.

—Bob K.

—Dave R.

—Nan

—Jim & Faye G.

—Bob k.

—Dave R.

Book a Complimentary Portfolio Review

We welcome the opportunity to learn about your values and goals.