Our Services

Planning for retirement involves more than using an online calculator. It requires thoughtful consideration of your goals, values, current financial situation, and future needs. At Centurion Wealth Management, we provide resources and guidance intended to help you develop a retirement strategy that aligns with your objectives. Our team works with you over time to evaluate your options and adjust your plan as needed, with the goal of supporting informed decisions about your financial future.

Integrating tax planning with your investment and retirement strategies can be an important part of your overall financial approach. Our Tax Team offers in-house tax preparation and planning services. With experience working with executives and business owners, we can help identify potential tax considerations that may be relevant to your situation. We use tax planning software along with our experience to help evaluate strategies intended to align your investment portfolio, income, and assets with your broader financial goals in a tax-conscious manner.

The College Board® estimates that in 2024–25, average estimated budgets (including tuition and fees, room and board, and allowances for books and supplies, transportation, and other personal expenses) for full-time undergraduate students range from $20,570 for public two-year in-district students and $29,910 for public four-year in-state students to $49,080 for public four-year out-of-state students and $62,990 for private nonprofit four-year students. Funding higher education can be a significant financial consideration for many families. There are numerous options available for saving toward education expenses, each with its own features, benefits, and potential drawbacks. At Centurion Wealth, we work with clients to review available education savings strategies and provide guidance intended to help them make informed decisions about planning for their own education or that of their 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, it is important to consider risk management, which is sometimes overlooked. Risk management strategies may include evaluating tools such as life, disability, long-term care, and personal liability insurance. These types of coverage can help address unexpected events that may otherwise create financial challenges if not planned for.

When developing your financial strategy, it is important to consider investment management as part of a broader approach. At our firm, we work with clients to implement investment management strategies such as diversification and asset allocation, which are intended to help manage risk associated with market volatility. These strategies are designed to support a disciplined investment approach within the context of your overall 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.