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Centera Private Wealth

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Houston
CRD Number
Website stewardpartners.com
Client types

Overview

Centera Private Wealth is a Humble, Texas-based wealth management practice specializing in the unique financial needs of pre-retirees, retirees, and corporate leaders within the oil, gas, and energy sectors. As an independent partner of Steward Partners Global Advisory, the firm operates under a fiduciary standard, providing customized financial planning and investment management. Their approach focuses on transition planning, specifically helping clients convert career earnings into sustainable retirement income streams while minimizing tax liabilities and protecting long-term wealth.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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