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We are pleased to announce that Centurion Wealth Management celebrated another anniversary on February 20th. It has been an incredible year and we thank you for your loyalty, trust and support. We’ve experienced strong, yet controlled growth and now manage approximately $175 million in assets. We are extremely proud of our accomplishments to date, and are very excited about the future direction of our firm. We would like to take this opportunity to highlight some of our most notable achievements and milestones over the last year.

$175 Million In Assets

Sterling was named one of Forbes Top Next Generation Wealth Advisors for 2018.

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Mark earned his CRPC® (Chartered Retirement Planning Counselor) designation in April, enhancing his retirement planning background and further serving our clients.

Centurion is expanding! Our second location is now open in West Palm Beach, Florida.

​Sterling earned his CEPA® (Certified Exit Planning Advisor) designation in June, further developing his expertise in working with entrepreneurs pre and post exiting their business.

Mark continues his active involvement in several organizations including Walter Johnson Crew Club and Gonzaga College High School.

Wendy was honored to participate among a panel of experts at Florida Atlantic University in January at the Stand Up Alimony Reform Documentary.

Alexandra passed her Series 7 Exam in March and her Series 66 Exam in August. She also started her CFP® course work with Boston University.

Wendy joined the Foundation for Women’s Cultural and Economic Literacy. She presented multiple educational and entertaining seminars of which “Learning from the Estate Planning Mistakes of Celebrities” was quite popular.

In honor of the men and women who have served our country, Centurion Wealth donated 27 holiday wreaths at Arlington National Cemetery in December. It was a privilege to volunteer in Wreaths Across America and place holiday wreaths at the resting places of our fallen heroes.

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Sterling, Mark, and Wendy were named Northern Virginia Magazine’s Top Financial Professionals for 2018. Since founding Centurion, our team has worked tirelessly to build a great reputation with our clients and community.

New Baby News! In July Erin and husband Braxton welcomed their second daughter, Mckenna.

​Centurion Wealth sponsored the 10th Annual Jill’s House Motorcycle Ride. Wendy and her supporting team of fellow motorcycle enthusiasts rode in support of Jill’s House. In total $163,000 was raised at this event so Jill’s House can continue to the amazing work they do for children with intellectual disabilities and their families.

​Wendy attended the Heckerling Institute on Estate Planning in Orlando to provide additional guidance to our clients and their families.

Centurion supported Feed My Starving Children, by packaging meals for undernourished children around the world. Overall, 197,856 meals were packaged during our volunteer day.

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  • Financial Advisor IQ: Fill the Voids in Your Client’s Financial Lives

  • U.S. News Money: How to Prepare for One Spouse’s Retirement

  • Business.com: Startups During Retirement

  • U.S. News Money: 7 Reasons Entrepreneurs Don’t Save for Retirement

  • U.S. News Money: How to Invest Your First $1,000

  • Business.com: Should I Start My Own Business During Retirement?

  • Finance & Markets: 7 Expert Predictions for the State of the Economy in 2018

  • Investor’s Business Daily: Advisors Learn Lasting Lessons from Their Favorite Business Books

  • Investmentnews: International EFTs Ready for Takeoff

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