Centric

Centric

We help clients achieve their financial goals through prudent planning and investment services. It's time for you to live your best life with Centric. We listen.

As your fiduciary partner and financial advisor in Cypress, TX serving the Houston and surrounding areas, we always act in your best interest and empower you to take charge of your financial future. We at Centric aim to educate you with personalized advice and sound strategies so that you can reach your financial dreams. Whether you're just starting your journey or want to plan for retirement, we

Photos from Centric's post 11/15/2024

A huge congratulations to Gary Wurl for being named NAIFA Houston’s Financial Planner of the Year! 🏆This prestigious honor recognizes advisors who embody the highest fiduciary standards, operate with unwavering ethics, and go above and beyond to serve their clients. With over 30 years of experience, impeccable record, and dedication, Gary is truly a leader in our industry.

Gary’s approach is centered on understanding that every client’s situation is unique, tailoring each plan to align with their financial goals. His commitment to flexibility, care, and success has built long-lasting relationships and transformed lives.

We’re so proud of you, Gary—this well-deserved recognition is a testament to your excellence and unwavering dedication to your clients. 💙👏

October Market Recap & Commentary | Centric 11/11/2024

Check out Richard Cull's October Market Report & Commentary, where he explores a pivotal month that saw equities and bonds turn negative, ending a five-month streak of gains!

October Market Recap & Commentary | Centric %Check out Richard Cull's October Market Report & Commentary, where he explores a pivotal month that saw equities and bonds turn negative, ending a five-month streak of gains

10/10/2024

Team appreciation post!

Meet Eric Gin Wai Lian, a Senior Wealth Advisor at Centric Advisors with a truly global perspective. With an impressive 18-year career in the Oil and Gas industry, Eric brings a unique blend of management expertise, international experience, and business development skills to his role.

His transition to the financial world was driven by a personal mission—realizing the importance of financial planning while caring for his son, who is autistic. This is what ultimately led to Eric's decision to dedicate his career to helping others on their financial journeys.

At Centric, Eric serves a diverse range of clients, from individuals and families to entrepreneurs and small businesses. Fluent in both English and Spanish, and with experience living and working in Mexico, Venezuela, China, and the U.S., Eric’s multicultural background enables him to connect with clients from all walks of life.

His ability to listen deeply and couple his knowledge with the expertise of other veteran advisors allows him to tackle even the most complex financial challenges.

Eric’s goal is simple: to maximize his clients' quality of life today while planning for a secure tomorrow. His passion for serving others and his commitment to financial planning makes him an invaluable part of the Centric team.

Thank you, Eric, for your dedication, global insights, and for always putting clients first! We’re grateful to have you.

September Market Recap & Commentary | Centric 10/09/2024

In this month's blog post, Centric's Chief Investment Officer, Richard Cull, notes that despite September's reputation as a challenging month for stocks, markets performed strongly this year. With major asset classes posting gains and the Federal Reserve's rate cut boosting momentum, Cull emphasizes the importance of staying disciplined as election uncertainties loom

September Market Recap & Commentary | Centric %Centric's Chief Investment Officer, Richard Cull, highlights how September, typically a challenging month for stocks, delivered strong performance this year, with every major asset class posting gains. Propelled by the Federal Reserve’s rate cut, the S&P 500 achieved its best January-to-September...

August Market Recap & Commentary | Centric 09/09/2024

Richard Cull analyzes August 2024's market dynamics, highlighting how unexpected economic news and rising unemployment stirred volatility. Discover how these factors, alongside the evolving landscape of investment indicators, set the stage for a compelling September in the financial realm.

August Market Recap & Commentary | Centric Richard Cull analyzes August 2024's market dynamics, highlighting how unexpected economic news and rising unemployment stirred volatility. Discover how these factors, alongside the evolving landscape of investment indicators, set the stage for a compelling September in the financial realm.

July Market Recap & Commentary | Centric 08/09/2024

Richard Cull delves into July 2024's market trends, examining the impact of inflation data and shifting investor sentiment on stock performance. Explore how recent economic developments and evolving perceptions of technology investments are setting the stage for an intriguing August in the financial world.

July Market Recap & Commentary | Centric Richard Cull delves into July 2024's market trends, examining the impact of inflation data and shifting investor sentiment on stock performance. Explore how recent economic developments and evolving perceptions of technology investments are setting the stage for an intriguing August in the financial...

Discover Centric 08/06/2024

Check out our new YouTube Video! In this video, you’ll get an exclusive look at the visionaries behind Centric. Don't forget to like, comment and subscribe! 🥳

Discover Centric Welcome to Centric’s official channel! In this video, you’ll get an exclusive look at the visionaries behind Centric—our founders and directors. Join us as w...

June Market Recap & Commentary | Centric 07/29/2024

Read Richard Cull's latest blog for June's Market Recap.

June Market Recap & Commentary | Centric In June, large cap tech stocks, particularly the "Magnificent Seven," dramatically outpaced average U.S. stocks, highlighting a significant performance gap. This disparity emphasizes the need for investors to remain focused on their individual objectives rather than following market trends driven by...

May Market Recap & Commentary • Centric 06/11/2024

Richard Cull's recent blog explores May's market dynamics, highlighting the resurgence across asset classes. Despite positive trends, there's a disconnect between Main Street's perceptions and economic realities.

May Market Recap & Commentary • Centric %Richard Cull's recent blog explores May's market dynamics, highlighting the resurgence across asset classes. Despite positive trends, there's a disconnect between Main Street's perceptions and economic realities. ...

April Market Recap & Commentary | Centric 05/07/2024

Dive into Richard Cull's latest blog to uncover the critical reasons behind the downfall of small cap equities amidst rising interest rates. Gain valuable insights on how this trend is disrupting market dynamics and ending a streak of positive returns, directly from Centric's Chief Investment Officer.

April Market Recap & Commentary | Centric Dive into Richard Cull's latest blog to uncover the critical reasons behind the downfall of small cap equities amidst rising interest rates. Gain valuable insights on how this trend is disrupting market dynamics and ending a streak of positive returns, directly from Centric's Chief Investment Office...

March Market Recap & Commentary | Centric 04/09/2024

Join Richard Cull, our Chief Investment Officer at Centric Wealth, as we dissect the March market events. Explore the impact of investor biases and how we navigate them for long-term success.

March Market Recap & Commentary | Centric Discover the impact of investor biases on financial markets and the insights from behavioral economics. Explore how Centric Wealth navigates short-term volatility with a focus on long-term fundamentals.

Photos from Centric's post 04/08/2024

Big shout out to our Centric team! Your hard work and dedication made Q1 a success. Let’s carry this momentum forward into Q2! 👏🏼

How Little Daily Steps Can Help You Achieve More 02/02/2024

How Little Daily Steps Can Help You Achieve More Put your goals in reach with small daily actions.

How Little Actions Hold Awesome Potential 01/26/2024

How Little Actions Hold Awesome Potential Achieve more goals with small steps every day.

Where Goals Go Wrong 01/19/2024

Where Goals Go Wrong Stop failing. Start achieving more. Here's how.

YEAR END 2023 MARKET RECAP & COMMENTARY | Centric 01/12/2024

2023 brought unexpected twists and turns, from global events to economic shifts. Join Richard Cull, Centric's CIO, as he reflects on the unpredictable journey of 2023 in his latest blog. Discover the surprises and successes, setting the stage for an intriguing 'Goldilocks' market in 2024.

https://centric.org/year-end-2023-market-recap-commentary/

YEAR END 2023 MARKET RECAP & COMMENTARY | Centric 2023: The Year on Main Street – a rollercoaster of resilience, triumphs, and unexpected turns. From post-COVID adjustments to geopolitical shifts, Richard Cull, our Chief Investment Officer, navigates the complex landscape with expert precision. Reflect on the past, seize the present, and envision...

The Incredible Power of Small Daily Actions 01/12/2024

The Incredible Power of Small Daily Actions See how little steps can lead to big accomplishments.

December Market Recap & Commentary | Centric 01/08/2024

Embark on the December market rollercoaster with insights from our CIO, Richard Cull at Centric! 🎢 Uncover the highs of soaring returns, the twists of unexpected Fed announcements for 2024, and the loop-de-loop of economic insights, corporate earnings, and the mythical soft landing! 🚀

December Market Recap & Commentary | Centric Unlock the insights of December's market performance! From soaring returns to the unexpected gift from the Fed, explore the trends shaping economic expansion, corporate earnings, and the elusive soft landing in 2024. Don't miss out on the latest financial highlights!

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Our Mission

At Centric, our goal is to empower you with real advice and sound strategies so you can reach your financial goals. Whether you’re just starting on your journey, or you’re well into your golden years, we have the expertise to assist you in every season of your financial life. It’s time for you to live your best life.

Centric is an independent, privately held wealth advisory firm that assists clients from around the nation in making effective financial decisions through a relationship based on trust, personalized service, and uncompromising integrity. We make your financial journey simple and straightforward providing consistent, anchored support every step of the way. Our entire team is centered and focused on helping you plan all key areas in your financial life and take the necessary steps to accomplish your goals.

Videos (show all)

Red, White & Brew!!
Team appreciation post!Meet Eric Gin Wai Lian, a Senior Wealth Advisor at Centric Advisors with a truly global perspecti...
📈 Market Insights with Richard Cull 📉 Dive into the highs and lows of May’s market performance as our Chief Investment O...
Happy Holidays from Centric
Celebrating the Women Who Make Our Lives Brighter!
Don't Get Caught off Guard
6 Secrets to Make You a Better Investor

Telephone

Address


12549 Louetta Road
Cypress, TX
77429

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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