Investment & Wealth Management Services

Our investment mantra is “Invest with Purpose.” This means that we believe it is essential to know what you are investing in and why. We strive to align your investments with your life’s intentions.

Just getting started investing?

Centered Financial + Betterment

How we invest

✓ Asset Allocation based on a plan – Never a one-size-fits-all approach. We work as a team to define what you need your money to do for you. With your plan as a roadmap, we define your goals, values, and ability to take risks to match you with the right investment portfolio.

“At Centered Financial you have direct access to the people making investment decisions in your portfolios. This way your investment experience is always centered on the objectives defined in your financial plan.”

-Jeran Van Alfen, CFP™

Investment portfolios for every stage of investing from
beginner to advanced.

Essential

These are Centered Financials’ foundational investment portfolios for every investor. If you are new to investing or looking for a simple, efficient investment strategy, this is a great place to start!

Our Essential Portfolios are custom designed investment models focused on long-term strategic asset allocation and global diversification.
The models utilize exchange-traded funds to provide a low cost, efficient, index-based investment experience.
We utilize a partnership with Betterment to deliver an investor-driven interface with automated trading, rebalancing, and tax coordination.

Options: High-Yield Cash Reserve, General Investing, Retirement Accounts

Risk Allocations: Preservation, Low Volatility, Balanced Income, Balanced Growth, Moderate Growth, Growth, Equity

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Focused

These are Centered Financials’ individual stock portfolios for investors who have established wealth.

Our focused stock models provide direct ownership of individual stocks through a research-driven portfolio of large-cap equities.
We personally build these portfolios with a core of high-quality, growth-oriented stocks and complement this core with companies that have specific factors such as attractive valuations, momentum, or dividend income.
These portfolios are incorporated in diversified models for specific objectives.

Objectives: Growth, Income and Growth, Low Volatility

Tax-deferred and Tax-aware allocations.

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Accelerated

These are Centered Financials’ next level portfolios for investors who are accumulating wealth.

Our Accelerated investment models are tactically managed to accommodate investment allocations based on an ongoing evaluation of the investment environment.
We personally curate these models for specific goals such as building wealth, generating income, or preserving capital.
We utilize a custodial relationship with Fidelity to provide transparency, security, and peace of mind.

Tax-deferred and Tax-Aware allocations.

Risk Allocations: Preservation, Low Volatility, Balanced Income, Balanced Growth, Moderate Growth, Growth, Equity

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Elevated Wealth Management

Centered Financial provides total wealth management services for specific objectives and enhancing wealth through generations.

Coordination of investment, tax strategy, and estate plan through a team approach.
Access to enhanced investment strategies
Personalized family wealth planning with a Certified Financial Planner®

Schedule a call to learn more

Investment & Wealth Management Services

How we invest

Investment portfolios for every stage of investing from beginner to advanced.

Essential

Investment portfolios for every stage of investing from
beginner to advanced.