Private Wealth Management

We provide advice-based wealth management services through a process of integrating financial planning and investment management.

Our clients ask that we become essential partners with them and provide customized strategies.  As such, we appreciate and consider every aspect of their financial requirements, use competitive tools, and deliver time-tested investment plans.

The investment recommendations may be comprised of individual stocks, bonds, mutual funds, or Centurion’s managed portfolios.   Our open architecture platform allows clients to consolidate their accounts.  They receive concise reports and statements that are both thorough and simple, and delivered electronically or hard copy.