Sterling D. Neblett | Founding Partner, CEPA, CFP®
Wendy Ann Payne | Founding Partner, CEP®, CDFA®
Mark C. McKaig | Partner, CRPC®
INVESTMENT MANAGEMENT:
As you craft your financial strategy, investment management is sometimes underestimated. We make sure to employ investment management tools such as diversification and asset allocation to safeguard your portfolio from unexpected market fluctuations. These measures help protect your assets from potential losses and ensure a well-rounded and resilient financial plan.
Past performance is no guarantee of future results. Asset allocation and diversification strategies do not ensure a profit of protect against a loss.
ESTATE PLANNING:
Our objective is to ensure the seamless transfer of your assets according to your wishes, with minimal tax implications and reduced burden for your loved ones. Estate planning extends beyond document creation, encompassing the vital step of estate and asset positioning.
RISK MANAGEMENT:
Risk management is a vital aspect often neglected in financial planning. We make sure to utilize tools such as life, disability, long-term care, and personal liability insurance is essential to safeguard your assets against unforeseen events that could potentially lead to significant negative consequences if unprepared for.
RETIREMENT PLANNING:
At Centurion Wealth Management, we offer the necessary resources, expertise, and ongoing assistance to instill confidence that your dream retirement can become a tangible reality. Start today and secure the retirement you deserve.
EDUCATION & COLLEGE PLANNING:
With numerous options available for saving, each with its own advantages and potential drawbacks, Centurion Wealth is here to provide personalized guidance in selecting the right savings plan or program. We are dedicated to helping you plan for your educational future or that of your loved ones.
TAX PLANNING:
Our in-house tax team includes Rae Piriyakulchai, CPA | Sr. Tax Accountant and Zachary Swanson, CPA | Sr. Tax Accountant, who provide tax preparation and planning services. Our tax professionals work with clients to evaluate their individual tax circumstances and identify planning opportunities based on their specific needs and goals.