NEWS: We’re very excited to share that Centurion Wealth Management has been ranked on the Inc. Magazine 5000 list of Fastest-Growing Private Companies in America for 2024! This marks our second ranking, after being acknowledged in 2023. "We’re thrilled to be recognized for the second year in a row! This achievement is a clear result of our team's hard work and dedication. We also want to thank our clients and partners, whose support has been crucial to our success." - Sterling Neblett, CEPA, CFP® Join us in celebrating! 😃 🎉 💪 Click the link below to see our ranking and the list of Inc 5000 companies: https://lnkd.in/g6Yn3rnH Read more about our recognition at our website: https://lnkd.in/ebDZGQQn #Inc5000 #wemadethelist #centurionwealthmanagement #teamworkmakesthedreamwork #Inc2024 By clicking on this link you will enter another website created, operated, and maintained by a different entity. By providing the third-party publications(s) and/or links to a third-party website(s), we are not implying that Centurion Wealth Management has an affiliation, sponsorship, endorsement, etc. with the third-party or its affiliates. The opinions expressed by the author(s) are solely their own and do not necessarily reflect those of Centurion Wealth Management. Centurion Wealth Management, LLC Award Disclosures: https://lnkd.in/gxDypwGB
Centurion Wealth Management, LLC
Financial Services
McLean, VA 923 followers
Forward-Thinking Wealth Management. We plan wisely, so you can live fully.
About us
Centurion Wealth is a truly independent firm built on a foundation of sound ethics, mutual respect and deep integrity. We are free from conflicts of interest and are not beholden to any organization, investment company or products. This enables us to guide our clients toward their financial goals in an unhindered fashion. Our consistent, long-term approach to wealth management and quality portfolio construction means we are not chasing returns and we are not swayed by temporary headlines. Instead, we focus on the fundamentals of investing and financial planning. We are only interested in helping our clients achieve their financial goals through holistic planning and helping our clients’ assets grow in a manner consistent with their unique objectives. Investment advisory services offered through Centurion Wealth Management, LLC, a federally registered investment adviser.
- Website
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https://centurionwealth.com/
External link for Centurion Wealth Management, LLC
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- McLean, VA
- Type
- Partnership
- Founded
- 2015
- Specialties
- Wealth Management, Investment Management, Retirement Planning, Estate Planning, Tax Planning, Risk Management, Charitable Giving, 1031 Exchange, Planning for Women, Business Succession, Alternative Investments, Business Exit, and Divorce Planning
Locations
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Primary
7901 Jones Branch Drive
Suite 230
McLean, VA 22102, US
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777 S Flagler Dr
Suite 800 West Tower
West Palm Beach, Florida 33401, US
Employees at Centurion Wealth Management, LLC
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Sterling Neblett, CEPA, CFP®
Co-Founder at Centurion Wealth Management | Entrepreneur | Angel Investor | YPOer & EOer
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Mark McKaig, CRPC®
Partner/Owner, Centurion Wealth Management LLC
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Darren Colananni, CFP®, ChFC®, CIMA®, CPWA®
Partner, Wealth Management Advisor at Centurion Wealth Management LLC
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Joseph Stango
Wealth Advisor and Senior Advocate
Updates
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NEWS: AdvisorHub has just announced their 'Advisors to Watch List' for 2024, and our very own Sterling Neblett, CEPA, CFP® has been named as one of the '200 Registered Investment Advisors to Watch'! 🏆 "Being named to AdvisorHub's list is an honor, and it's all thanks to the incredible dedication and hard work of our team. Maintaining our high level of service has been our priority. To our clients, your trust is the foundation of our healthy growth. Thank you for your support!" - Sterling Neblett Click here to view the list of honored RIAs: https://lnkd.in/ebV_5KHQ Read more about Sterling’s listing here: https://lnkd.in/ek7F26Qv #2024AdvisorstoWatch #200RIAs #RIAtoWatch #Investinsuccess #teamworkmakesthedreamwork #AdvisorHub #centurionwealthmanagement #cwm #financialplanning By clicking on the link above you will enter another website created, operated, and maintained by a different entity. By providing the third-party publications(s) and/or links to a third-party website(s), we are not implying that Centurion Wealth Management has an affiliation, sponsorship, endorsement, etc. with the third-party or its affiliates. The opinions expressed by the author(s) are solely their own and do not necessarily reflect those of Centurion Wealth Management. Centurion Wealth Management, LLC Award Disclosures: https://lnkd.in/gxDypwGB
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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
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Happy Memorial Day! Let's take a moment today to remember the fallen heroes and honor their service. #MemorialDay #MDW #cwm #centurionwealthmanagement #financialplanning
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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 about our planning process here: https://lnkd.in/g5r5vUwD #holisticplanning #clientfocused #cwm #centurionwealthmanagement #financialplanning
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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
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NEWS: Major Milestone ACHIEVED! We are extremely proud to announce that Centurion has officially crossed the $500,000,000 mark in assets under management! 👏 👏 👏 This accomplishment is a testament to our dedicated team's hard work and the continued support of our clients. We extend a heartfelt thanks to everyone who has contributed to this milestone🏅 Click the link to hear from our co-founders, Sterling Neblett, CEPA, CFP® & Wendy Ann Payne, CDFA®, CEP®, as they share their gratitude: https://lnkd.in/e37kBa-b #Majormilestone #MilestoneAchieved #assetsundermanagement #500MMAUM #cwm #centurionwealthmanagement #financialplanning #teamworkmakesthedreamwork
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Our mission is all about planning for your unique situation 📝 Read more about it here: https://lnkd.in/gZjvCDT to see how we can help you live fully. #ourmission #weplanwiselysoyoucanlivefully #cwm #centurionwealthmanagement #financialplanning
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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
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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: https://lnkd.in/gXKUiJg
Keeping Your Business in the Family
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