Centurion Wealth Management, LLC

About Us

Centurion Wealth Management, LLC is an independent financial planning firm built on a foundation of sound ethics, mutual respect, and deep integrity. We proudly offer fiduciary financial advice to successful entrepreneurs, top executives, and independent women. Since opening in 2015, we have been fortunate to experience steady growth while maintaining a trusted reputation within the financial services community.

Our firm’s services include investment advice, tax planning and preparation, cash flow and estate planning analysis, risk management, and traditional retirement planning. We strive to establish an intimate and trusted client/advisor relationship through clear, consistent, and ongoing communication and review. At the end of our eight-part planning process, we clearly illustrate and explain our recommendations regarding all aspects of your financial plan.