Oscar M.
President of Wealth Management and Senior Wealth Advisor at Centric Wealth
Based in Houston, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Houston
Industry
Financial Services
Company size
25
Contact information
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o•••••••@centric.org
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Background
About Oscar M.
I may not have met you yet, but I probably know your #1 expense.Most Americans think it’s their house, but that’s almost always incorrect.Taxes are a bigger expense then food, clothing and shelter combined (Source: Tax Foundation). If you have a healthy income, taxes are the greatest barrier to your financial success.We help our clients avoid the steamroller and make their money work WE HELP Major tax reduction. Our strategies go way beyond maxing out your 401(k). Corporate employees. We equip you with tools that YOU own and control - not your employer. Business owners. We use your business entity to reposition your money for delightful tax PROCESSWe start by talking about your hopes and dreams. I want to know what excites you, and what gets you out of bed in the morning!Once we’re clear on the vision, we examine your financial picture to develop a custom, in-house TO LEARN MORE?You can visit our website
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