• Retirement Planning
  • Investment Management
  • Comprehensive Financial Planning

Center Street Wealth Strategies is an independent practice. We are not owned by a bank, an insurance company or another financial institution. Our team provides advice in a service focused and research driven environment and we are not obligated to offer any proprietary products or services. 

Working with our team can assist in protecting your interests and we hope to solidify a lifelong relationship with you and your family through trust, honesty and transparency. Our advisors provide unbiased advice, allowing our clients to make informed and responsible financial decisions. Please contact us to learn more. 

Account Protection

We believe our clients always come first and protecting your assets is a priory. Through our relationship with Raymond James, clients are offered account protection through the Securities Investor Protection Corporation (SIPC), the Federal Deposit Insurance Corporation (FDIC) and excess SIPC. Learn More!

Fee-Based Advice*

We believe that providing advice and managing investments are best implemented in a manner that is transparent, fair, and in your interest. Our investment and portfolio management services are delivered in a fee-based manner, free of expensive sales loads and utilizing low cost investments. Having a vested interest in your success is important, and it is a privilege we take very personally. 

Experience

Our independent financial advisors have guided individuals, families and and institutions for over 40 years. Our team is  qualified to assist you in responsibly preserving and investing your wealth. Through the combined assets of Center Street Wealth Strategies and Raymond James Financial Services, clients are provided personal advice based on experience and also having the availability to extend the extensive resources of a global financial services company.

Your Rights and Responsibilities as a Raymond James Client

We believe our clients should have every opportunity to understand the risks, rewards, and implications of investment alternatives and services, as well as financial planning and investment strategies offered. The document, Your Rights and Responsibilities as a Raymond James Client, provides Raymond James clients with information about their rights as investors and is an aid for them to help initiate and maintain a working relationship with their Raymond James financial advisor.


Read the Raymond James Client Bill of Rights »

Have Questions? Want to learn more? Get in touch with us!
Give us a call (248) 305-5278 or Send us a message ›