Centurion Wealth Management, LLC

Q: What is Centurion Wealth Management, LLC's company size?

Centurion wealth management, llc has 11 - 50 people working.

Financial Services

Specialities :

Wealth management

Investment management

Retirement planning

Estate planning

Tax planning

Revenue

11M - 100M

Total Funding

Size

11 - 50

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

Contact Information

McLean , Virginia , United States

egood@centurionwealth.com

centurionwealth.com

Centurion Wealth Management, LLC Org Chart

Employees

Total Employees:
12

Top Contacts:
0

C-Level 0	VP - Level-
Director-	Manager-
Others13

Employees Working At Centurion Wealth Management, LLC

LauraMarie Ross

Client Services Manager

Wendy Payne

Founding Partner Certified Estate Planner Certified Senior Advisor and Wealth Management Advisor

Justin Kellogg

Client Services Associate

Sean McCabe

Financial Planning Manager

Mindy Joseph

Managing Partner

Centurion Wealth Management, LLC Email Formats

Structure	Email Format
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<first>.<last>@	John.Smith@linktr.ee
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Buyer Intent

Pain Points	Locations	Technologies
Application Development	Northern Virginia, VA	communication, integrity, financial, compliance, risk, data analysis
Build & Release	Northern Virginia, VA	communication, integrity, financial, compliance, risk, data analysis
Compliance	Northern Virginia, VA	communication, integrity, financial, compliance, risk, data analysis
Digital Transformation	Northern Virginia, VA	communication, integrity, financial, compliance, risk, data analysis
Microsoft Technologies	Northern Virginia, VA	communication, integrity, financial, compliance, risk, data analysis

Trigger

Tech Stack Used By Centurion Wealth Management, LLC

A quick view of products employed by Centurion Wealth Management, LLC

Pass

List of technologies used by Centurion Wealth Management, LLC

Communication

Compliance

Data analysis

Financial

Risk

OS Used By Centurion Wealth Management, LLC

Integrity

Jobs at Centurion Wealth Management, LLC

Hiring 2024-12-07 08:21:45

Financial Planning Associate

Northern Virginia, VA

Are you tired of the same old unfulfilling financial services work culture? Are you looking for a...

Frequently Asked Questions About Centurion Wealth Management, LLC

What does Centurion wealth management, llc do?+

What are Centurion wealth management, llc's 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