Center Street Capital Advisors

Center Street Capital Advisors is a wealth management firm with offices on Preston Executive Drive in Cary. It was started to pair the resources of a large firm with the closer working relationship most people expect from a boutique.

The approach is collaborative, and the language is plain. The firm calls its philosophy You Are the Investment, and prospective clients start with a discovery session before anything is committed. Individuals, families and business owners all sit on the client list, and that mix shapes how the team works.

What to know

• The firm names transparency, objectivity, accessibility and accountability as its foundation.
• Planning for families follows a goals-centric process covering both planning and investments.
• Its stated values are growth, flexibility, trust, guidance and security.
• The firm recently expanded to Chatham, New Jersey, taking in TrueEdge Wealth Management.
• What it calls the Center Street Difference comes down to people, process and service.