Centurion Wealth
@WealthCenturionForward-Thinking Wealth Management. We plan wisely so you can live fully.
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NEWS: AdvisorHub has just announced their 'Advisors to Watch List' for 2024, and our very own Sterling Neblett has been named as one of the '200 Registered Investment Advisors to Watch'! 🏆 Click here for Centurion’s Award Disclosures: centurionwealth.com/award-disclosu… #2024AdvisorstoWatch
We are here to support you on your financial journey. 🚀 Visit our website to learn more about the tailored financial plans we can build for you. #entrepreneurs #independentwomen #corporateexecutives #cwm #centurionwealthmanagement #financialplanning
Happy Memorial Day! Let's take a moment today to remember the fallen heroes and honor their service #MemorialDay #MDW #cwm #centurionwealthmanagement #financialplanning
We don’t brush over anything when it comes to our clients. 🖌 With holistic planning, we emphasize investing and long-term financial strategies to help our clients achieve growth 👨👩👧👦 Learn more here: centurionwealth.com/our-services/ #holisticplanning #clientfocused #cwm #financialplan
Happy 1-year anniversary to Katey Thomson! Congratulations and thank you for all your hard work and support for the team! 👏 🎉 #employeeanniversary #teamworkmakesthedreamwork #investinsucess #centurionwealthmanagement #CWM #financialplanning
NEWS: Major Milestone ACHIEVED! We are extremely proud to announce that Centurion has officially crossed the $500,000,000 mark in assets under management! 👏🏅 Click the link to hear from our co-founders: centurionwealth.com/centurion-weal… #500MMAUM #cwm
Our mission is all about planning for your unique situation 📝 Read more about it here: l8r.it/CKVs to see how we can help you live fully. #ourmission #weplanwiselysoyoucanlivefully #cwm #centurionwealthmanagement #financialplanning
Happy Mother’s Day to all the mothers out there! Thank you for everything you do for us today and everyday 💐 #HappyMothersDay #MothersDay #cwm #centurionwealthmanagement #financialplanning
Thinking about keeping your business in the family? Read more about succession planning, and get in touch with us to see how we can help: centurionwealth.com advisorstream.com/br/?c=eyJhbGci…
At the end of the Centurion Process, we present our recommendations to you. Dive a little deeper into our process and how we can help you here: l8r.it/9uHq #thecenturionprocess #holisticfinancialplanning #recommendations #cwm #centurionwealthmanagement
Understanding the intricacies of estate law, accounting, and administration is extremely important. Our team is here to assist you during Step 8️⃣ of the Centurion Process – the Estate Analysis. #thecenturionprocess #estateanalysis #financialplanning #centurionwealthmanagement
The Insurance Analysis is step 7️⃣ of the Centurion Process. As we near the end of the process, we want to ensure we understand your insurance well enough to manage risks effectively. #thecenturionprocess #thecenturionprocessstep7 #insuranceanalysis #cwm #financialplanning
Step 6️⃣ of the Centurion Process is the Investment Analysis. Our team is here to help you achieve your investing dreams 📈 #thecenturionprocess #thecenturionprocessstep6 #investmentanalysis #investing #cwm #centurionwealthmanagement #financialplanning
Our Co-Founder Sterling Neblett, CEPA, CFP®, and Director of Operations & CCO, Jill Grimes, recently attended the 2024 EOS® conference. Read more about their experience here: linkedin.com/feed/update/ur… #EOS® #cwm #centurionwealthmanagement #financialplanning
We dive into the Tax Analysis for the 5️⃣th step of the Centurion Process. Integrating your tax, investment, and retirement planning is essential. #thecenturionprocess #thecenturionprocessstep5 #holisticfinancialplanning #taxanalysis #cwm #centurionwealthmanagement #financialplan
Today’s the day. Happy Tax Day! 📝💰 #TaxDay #April15 #cwm #centurionwealthmanagement #financialplanning
The Family Benchmark™ Determination is step 4️⃣ of the Centurion Process. We work with you to answer the question, “What net spendable income do I need on a monthly basis to live comfortably during my retirement years?” 🤷♂️ #thecenturionprocess #familybenchmark #cwm
Step 3️⃣ of the Centurion Process involves creating a Financial Statement, where we take the next steps to visualize your full financial picture 👓 #thecenturionprocess #thecenturionprocessstep3 #holisticfinancialplanning #financialstatement #cwm #centurionwealthmanagement
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