Award: AdvisoryHQ Top Rated Wealth Management Firm in the Tri-State Area 2020-2021
Award Date: January 6, 2021
Time Period: This is for 2020 – 2021
Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Centurion Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Centurion Wealth Management did not pay a fee to be included this ranking. No ranking or recognition should be construed as a current or past endorsement of Centurion Wealth Management by any of its clients. ANY QUESTIONS: Representatives of Centurion Wealth Management remain available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
AdvisoryHQ is a website that launched in 2015 and has become a source of review and ranking media for the financial advisory, investment, mortgage, banking, wealth management, and accounting sectors. To determine award winners for the 2021 Top Advisors in the US and UK , AdvisoryHQ developed a “Top-Down Advisor Selection Methodology” that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. The reviews and rankings are independently researched and written, and firms are not aware of the evaluation until after the reviews have been published to the public. The methodology is based on keyword searches users enter into the search box on the www.AdvisoryHQ.com site, combined with keyword search analysis performed using the leading internet search engines. AdvisoryHQ then, using publicly available information, develops a wide-ranging comprehensive list of financial advisors, applies initial threshold filters and selection filters to develop a final list of winning candidates that get published. More detail of this process can be found at https://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/.
The ranking may not be representative of any one client’s experience because of the way in which it is determined. The ranking is independently granted. The ranking is not indicative of Centurion Wealth Management’s (“CWM”) and its advisors’ future performance, or any future performance pertaining to its clients’ investments. This ranking or any other rankings and/or recognition by unaffiliated rating services and/or publications should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if CWM is engaged, nor should it be construed as a current or past endorsement by any of its clients. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results. If CWM is engaged, or continues to be engaged, to provide investment advisory services.