Wealth management
It starts with a financial plan because “failing to plan is planning to fail”! Our wealth management and investment advice is focused on helping our clients grow and protect their wealth and incorporates timely financial education topics so clients are positioned to make sound financial decisions. We want our clients to feel in control of their financial futures.
weatlh management offerings
Centurion Wealth Management designs financial plans that integrate investments, tax considerations, legacy and estate needs, as well as insurance solutions. The goal is to position our clients to plan for their futures, protect their assets, prepare for life’s transitions and achieve their personal goals. Our plans are flexible and stress test scenarios such as post-career changes in income and portfolio cash flows to support retirement needs.
We help you approach retirement with a plan. Customized retirement planning strategies reduce the psychological and emotional stress associated with worrying about having enough income for retirement. Your personalized retirement plan will reflect your time horizon, risk tolerance and future spending needs.
Legacy and estate planning are critical to ensuring that your wishes are carried out. So, it is important to formalize and document your end-of-life health decisions, minimize the tax burden on loved ones inheriting your assets, keep your beneficiary designations up to date and properly title your assets. We partner with reputable estate planning attorneys and tax professionals to ensure that you have a team of experts working on your estate plan.
Protecting your valuable assets is extremely important so proper insurance planning is a must. We focus on personal insurance solutions and planning strategies that are designed to provide income replacement in death or disability. We also offer specialized insurance coverage for professional athletes aimed to help preserve their assets both while playing and post-career. Wealth protection from risks of disability, catastrophic events or death is a critical component of a comprehensive financial plan.
Our investment advice is grounded in the goals of our clients. Centurion Wealth Management designs investment strategies that are aligned with our client’s comfort with risk and customized to protect and grow their wealth. We aim to simplify the complexities of the financial world so our clients can focus on the things they value most.
