Our Services

To ensure your retirement plan is going to be truly successful for you, you need much more than an online retirement planning calculator. You need the guidance, support, and accountability of financial professionals who comprehensively understand you:your goals, your values, your current financial reality, and your future financial potential. With Centurion Wealth Management, you’ll find the resources, expertise, and long-term help you need to feel confident that starting today, the retirement of your dreams will be your reality.

The integration of your tax planning with your investment and retirement planning is critical. Our Tax Team offers in-house tax preparation and planning services. With a seasoned team and years of experience working with executives and businesses, we have the ability to recognize tax saving opportunities you may have never known existed. We combine state-of-the-art tax planning software with our experience, expertise and creativity. Our goal is to ensure that your investment portfolio, income stream, and asset positioning are fully optimized for tax efficiency.

The College Board (R) estimates that in 2022-23, average estimated budgets (tuition and fees, room and board, and allowances for books and supplies, transportation and other personal expenses) for full-time undergraduate students range from $19,230 for public two-year in-district students and $27,940 for public four-year in-state students to $45,240 for public four-year out-of-state students and $57,570 for private nonprofit four-year students It’s safe to say that putting a child through college may be one of the largest expenses any one person or family undertakes in life. There are a myriad of options available to you when choosing how to save for college and each method has benefits and potential drawbacks. We at Centurion Wealth work closely with you to help choose the right savings plan or program to help you plan for your future in education or the future of your loved ones.

Careful estate planning is a thoughtful and extremely valuable gift that you may bestow upon your heirs. Our goal is to ensure that your assets are passed on as you wish, in a tax-efficient manner, while minimizing the burden on your heirs. It is important to discuss the complexities of estate law, accounting and administration involved in your estate. Have you worked with an attorney to create your estate plan documents? Are your estate documents current with today’s estate tax legislation? Estate planning does not end with the creation of your planning documents. Estate and asset positioning is a vital step that is too often overlooked. Are you 100% confident that you have your assets titled properly? We help facilitate asset positioning and re-titling assets as needed so that your estate plan accomplishes everything you intended. We work together, in conjunction, with you, your estate planning attorney, and perhaps your accountant, to provide a multi-faceted approach that addresses your specific circumstances and final wishes.

As you develop your financial plan, risk management is often overlooked. It is important to use risk management tools such as life, disability, long-term care and personal liability insurance to protect your assets from unpredictable events which could have major negative consequences if unplanned for.

While formulating your financial strategy, it’s crucial not to underestimate the significance of investment management. At our firm, we diligently employ various investment management strategies, including diversification and asset allocation, to help protect your portfolio against unforeseen market volatility. These measures serve to help preserve your assets, mitigate potential losses, and reinforce a comprehensive and resilient financial plan. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. ASSET ALLOCATION AND DIVERSIFICATION STRATEGIES DO NOT ENSURE A PROFIT OR PROTECT AGAINST A LOSS