Centeras Private Wealth
We are an independent wealth advisory firm, dedicated to helping individuals and their families, small business owners and retirees looking ahead, and we help all of them organize their financial life and be more confident in the decisions they face.
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Verified contacts
3
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
2
tools in use
Monthly traffic
1
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- TG
Travis Grieb
Founder and Managing Partner · General Business & Management
EmailPhone - VM
Valerie Morgan
Financial Planning Specialist · Finance & Accounting
EmailPhone
Showing 2 of 3 verified contacts
Top roles at Centeras Private Wealth
2 distinct titles indexed · top 2 shown.
- 1financial planning specialist
- 1founder and managing partner
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